Polaris Wealth Advisory Group Q3 2020 Market Outlook

Q3 2020 Market Outlook Key Takeaways: Given the current market environment, macro-economics and fundamental analysis should be thrown out the ...
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529 college savings plan theme with textbooks and piggy bank and green chalkboard background

Why Should I Consider Opening a 529 Plan?

It has been said that buying a home will be the most expensive purchase in most people’s lifetime.Jeremy Witbeck, Partner ...
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Transparent holographic architecture plan of smart house above smartphone. internet of things technology on mobile devices via wireless web. Iot concept. Project of surveillance and safety estate.

What Should Be Included in a Comprehensive Estate Plan? (Continued)

Today, I will discuss the durable power of attorney, healthcare power of attorney, and guardianship designations, concluding our conversation about ...
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Transparent holographic architecture plan of smart house above smartphone. internet of things technology on mobile devices via wireless web. Iot concept. Project of surveillance and safety estate.

What Should Be Included in my Comprehensive Estate Plan?

Often, when people talk about creating an estate plan, the conversation revolves around the need for a revocable living trust ...
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insurance concept, hand man try to put the insurance to protect or cover person, Property ,Liability, reliability,car, life, business, health, house, legal expenses, travel

Why Do I Need a Living Trust if I Created a Will?

One of the common estate planning misconceptions is that once a person has a will in place, there is no ...
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