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7 Estate Planning Resolutions to Make Now

7 Estate Planning Resolutions to Make Now Given the uncertainty surrounding estate planning legislation, not to mention the fact that the busy holiday season is now upon us, we may be reluctant to focus on our estate planning goals. Now is the perfect time to ensure that your estate plans are in shape for whatever Read More

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To will or not to will?

When I speak in estate planning seminars, generally 70% of those in attendance have a will. Can that 70% of folks explain what their will does for them? Sometimes yes, sometimes, no. In this post I will explain what a will is by definition. A “Will” includes, but is not limited to, a codicil and Read More

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