by admin | Aug 15, 2019 | Articles & Information
People often plan a summer vacation for months before summer even arrives. After all, good planning can make the difference between a great trip and a frustrating one. One often overlooked pre-vacation task may seem a little unusual. However, making sure your affairs...
by admin | Jul 24, 2019 | Articles & Information
On the surface, it may seem that beneficiary designations don’t have a lot to do with your estate planning. However, anything to do with your financial worth – anything you own – affects your estate. In this article, we will consider the importance of coordinating...
by admin | Jul 3, 2019 | Articles & Information
Family may be the biggest reason people put together their estate plan. However, according to a recent survey, family conflict may be the biggest threat to your plan. And the Survey Says . . . At a recent meeting of the Heckerling Institute on Estate Planning,...
by admin | Mar 23, 2019 | Articles & Information
As a new year begins, we tend to spend time in reflection and review. Events from the passing year lead us to make resolutions to start anew and make the new year just a little bit different. As you think of the major events in your life, consider your estate plans....
