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 […]