B.A. Schrock Financial Group

Trusts 101: Exploring Different Types and Their Benefits in Estate Planning

Learn all you need to know about trusts and estate planning in this informative guide

While we all hope to have many more years with our families and friends, having an estate plan in place is important for every adult – regardless of age. It’s the best way to ensure your wishes will be met, both for the disposition of your assets and the financial security of your loved ones. […]

Protecting Each Other: Insurance and Estate Planning for Couples

In the journey of life, finding a partner with whom you can share your dreams, challenges, and accomplishments is a remarkable and cherished experience. As a couple, you build a life together, nurturing a relationship that is grounded in love, trust, and mutual support. Just as you work together to build your future, it’s crucial […]

Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)

We are back with Joel Cavanaugh, partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC, for this episode. Joel handles a wide array of cases in estate planning and has a wealth of knowledge to share with us today. In part one of this two-part episode, we got to know more about Joel and talked about the ins and outs of running a business. In part two, Joel will answer your estate planning questions.

Passing an Inheritance to Your Children: 8 Important Considerations

Passing and Inheritance to Your Children

Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel very meaningful to be able to provide a financial legacy for your loved ones, but it’s important to be practical, […]

What to Consider in Your Charitable Giving Plan

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

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