Take the Stress out of Estate Planning

For many clients, thinking about estate planning is about as enjoyable as scheduling a root canal. Thinking about death and making decisions in the event of later incapacity is difficult, stressful and often a process that many put off.  On the other hand, making a...

Do You Have Unclaimed Property?

According to the National Association of Unclaimed Property Administrators, states are holding approximately $41.7 billion in unclaimed assets, including dormant bank accounts, stock splits, life insurance payouts, gift cards and un-cashed payroll checks among other...