Estate Housekeeping
The start of the year offers a great opportunity to take stock and reflect on any major changes that have happened to your life in the past year. Perhaps you […]
Routine Maintenance
Sharing the following from Everplans.com. It’s a great reminder that your estate plan (and financial plan in general) should be viewed as dynamic documents. Without proper and timely review, they […]
Affairs of (E)state (Planning)
Planning ahead for what will happen to your property when you are no longer around can help save a significant amount of time and money for your heirs. But even […]