by msmyers | Sep 25, 2018 | Estate Planning
#3 on this list of the 10 Commandments of Retirement – have an estate plan in place! If you’re looking toward retirement soon, you might want to check out the other important items on this list: The 10 commandments of retirement
by msmyers | Sep 20, 2018 | Estate Planning
The “official” end of summer is finally upon us! While we in Central Texas might have to wait a bit longer for “sweater weather” to arrive, the season’s change is always a good reminder to take stock of your personal business, including...
by msmyers | Sep 13, 2018 | Estate Planning
Are you a business owner? “Estate planning becomes particularly necessary if you own a business, as the law may not always coincide with your intentions regarding passing on ownership of the business after your passing.” – Inna Fershteyn Businesses...
by msmyers | Sep 11, 2018 | Estate Planning
“Planning for what I jokingly call “The End” is not for faint hearts. I needed to rewrite my will and my medical power of attorney as well as a host of other financial and medical documents. At almost every turn, I found myself crashing head-on into the wall of...
by msmyers | Sep 6, 2018 | Estate Planning
“While there is no one-size-fits-all plan with regard to beneficiary designations, knowing the implications of your choices and making sure these designations are coordinated with your estate plan can save your heirs time, money, and stress.” – Aaron...