by msmyers | Mar 8, 2018 | Estate Planning
“Hope for the best but plan for the worst” is a good rule of thumb in estate planning. We hope that every estate plan we create won’t need to be used for a long, long time; however, we advise you to consider that death can come at any time and that...
by msmyers | Mar 6, 2018 | Estate Planning
If you have any preferences regarding your own funeral and burial, we recommend you communicate those wishes to your family or those you’ve appointed to see to those details, particularly if you have strong preferences. You can go even further with your...
by msmyers | Mar 4, 2018 | Estate Planning
This article contains great information for anyone who is caring for elderly parents. Let us know if you need a referral to a CPA. Tax breaks you should know about if you’re caring for elderly parents
by msmyers | Mar 3, 2018 | Estate Planning
What’s on your bucket list? Whether you’ve taken the time to write it down in detail or if you just have some dreams floating around in your head, most of us have some ideas about our must-dos in life. We’re in the business of helping clients plan...
by msmyers | Mar 2, 2018 | Estate Planning
The process of probating a will may initially seem overwhelming; however, it’s a straightforward process and we can guide you every step of the way! Here is the basic outline of the necessary steps when we assist a client with probate of a will: In the case...
