Joseph R. Marion, III, Esq Newsletter for [date]
Here Are Your Estate Planning Articles for Tuesday, September 14, 2021. I hope you find value in these educational articles. Regards, Joe
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Living Trusts: What Are They?

A living trust is a legal document created during an individual's lifetime that gives a trustee responsibility for managing the assets inside the trust. Click through to learn about its advantages and how it can work.

How To Choose Life Insurance

Life insurance is a necessity, but there are so many options that choosing a plan can be difficult. Click through for an introduction to the types of insurance so that you can find a plan that protects your loved ones and works with your overall estate plan.

Fixed Rate vs. Adjustable: Which Mortgage Is Right for You?

The first step when shopping for a mortgage is determining which type of mortgage is right for your needs. Click through to assess the pros and cons of fixed-rate and adjustable-rate mortgages, so you can make an informed decision.

Build Financial Habits When You're Young

Financial literacy helps you make smarter money choices. The trick is to build good habits from the start. Click through for the eight financial habits to start when you're young.

Joseph R. Marion III
Joseph R. Marion III
Whelan Corrente & Flanders LLP
(401) 270-4500
106 Clock Tower Square
Portsmouth, RI 02874
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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