Your Five Task Year-End Estate Planning To-Do List
The new year is fast approaching. As we all prepare for the holidays, here are some things that should be on your end-of-year checklist: 1. Make Sure Your Estate Planning ...
Planning on Giving Money this Holiday Season? Five Things to Consider
The holiday season is a time to enjoy friends, family, and loved ones. Often, we consider our life circumstances and may get in the spirit of giving. This is particularly ...
Six Events Which May Require a Change in Your Estate Plan
Creating an estate plan is not a one-time event. You should review your plan periodically, to ensure it is up to date, and make necessary changes if your personal situation ...
How an Estate Planning Letter of Intent Can Help Your Family
Estate planning is an important task that everyone should undertake as it helps to protect your family and their financial future. However, estate planning can do much more than focus ...