Life insurance is a way to help your loved ones after you pass away, but there are additional reasons to consider life insurance in your legacy planning.
Central to wealth preservation across generations, estate planning can help ensure that your hard-earned wealth goes where you want it to.
Irrevocable family trusts can benefit many people. Find out about the professionals that irrevocable trust beneficiaries need to work with.
In this video blog, lean the difference between irrevocable trusts and revocable trusts from Laura Kuntz of Laurel Wealth Planning.
Laura Kuntz, CPA/PFS, MBT, and Mallory Kretman, CFP®, attended a presentation on significant changes in the Minnesota Trust Code. Laura shares, “About...