by msmyers | Mar 27, 2018 | Estate Planning
With Spring Break behind us, many of us are looking ahead to our summer plans. If you’re headed out on vacation, particularly out of the country, it will bring you great peace of mind to know that your Estate Plan and Incapacity Documents are in place. If...
by msmyers | Mar 22, 2018 | Estate Planning
Whether you are a senior yourself or you have beloved seniors in your life, these are important tips to consider for post-retirement planning: Post-Retirement Planning: A Checklist for Seniors
by msmyers | Mar 19, 2018 | Estate Planning
Be sure that your beneficiary designations are up to date and align with your wishes and your estate plan: Who gets your IRA when you die? It’s not so simple
by msmyers | Mar 15, 2018 | Estate Planning
Information to keep in mind if you’re considering investing in crypto assets: Crypto assets rewrite estate planning
by msmyers | Mar 13, 2018 | Estate Planning
We always tell our clients that deciding to start the estate planning process is the hardest part – we try to ensure that the rest is much simpler! Many people wonder when the best time is to get your estate plan in order and we certainly advise that sooner is...