Our complimentary lunch & learn is filled for this month, but we are always happy to provide free educational Workshops on a wide variety of topics to groups or organizations. Those groups often include non-profit organizations, employers, associations, special interest groups, and financial services professionals in our community. To see a list of presentations available, see here: Request a Guest Speaker If you would like to request a private Workshop for your group or organization, … [Read more...]
Blog
Important Documents Locator
Help your family -- and make your executor's job easier -- by getting your paperwork in order. Estate planning isn't just about legal issues -- there are practical ones as well. After you die, many of the tasks and decisions your loved ones will have to handle usually aren't covered by basic estate planning documents. You can save them some headache by making your wishes known on such issues as: Who should be notified of your death? Do you want a funeral or a memorial ceremony? If so, … [Read more...]
How Will You Age in Place and Be Able to Die at Home?
More and more, Americans are choosing to be cared for and are dying in their own homes. If you wish to be cared for and die in your own home, it’s especially important to have a plan in place to facilitate that choice. Read on to learn more. How Will You Age in Place and Be Able to Die at Home? … [Read more...]
Tax Planning for 2020
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is just starting, it’s not too early to think about planning for whatever it may bring your way. Tax Planning for 2020 … [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the third part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This article looks at fraud. Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud … [Read more...]
