The slower summer months are a prime opportunity to review your estate plan and make sure everything is up to date. It also gives you time to get things in order before the end of the year, and make any important changes. What is an estate plan? An estate plan is more than a will. […]
Getting Up to Date with Your Estate Plan
Summer is the one time of the year when there isn’t anything major going on when it comes to finances – tax season is done, and open enrollment and end-of-year planning is still months away. That’s why the summer is the perfect time to get up to date on some of those tasks that can […]
We Have a Trust – Should You?
Last week I posted about the basics of an estate plan. At the very least your plan will include a will giving you a say of who will inherit your property & who will provide care over your children. If nothing is done the courts will ultimately make the decisions and can be a long […]