Preparation is Key
A recent report from BMO Wealth Management says that the failure to prepare families for the financial transition that accompanies parents’ final transition can lead to family discord. The report, […]
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 […]
Annual Limits Updated for Retirement and Estate Plans
This week the IRS issued Notice 2016-62, updating the retirement plan limits for the year 2017. Like with Social Security, limits associated with retirement plans (and estate planning, for that […]
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 […]