by msmyers | Jan 29, 2019 | Estate Planning
Who doesn’t love a good Top 10 List? Especially when it’s Estate Planning themed! Take a look at some more good reasons to get your Estate Plan in place. Life lessons of the rich and famous: Why you need an estate plan
by msmyers | Jan 22, 2019 | Estate Planning
Charitable giving is an important component of many estate plans. If you’re planning to include charitable contributions in YOUR estate plan, here are some things to keep in mind: 9 Ways To Gift Your Assets To Charity
by msmyers | Jan 17, 2019 | Estate Planning
We are so thankful for your kind reviews and referrals! We’re honored to hear that “People Love Us On Yelp” again for 2018. Thank you, wonderful clients!
by msmyers | Jan 15, 2019 | Estate Planning
Thank you to our friend Mike Muirhead of Financial Partners for sharing this article with us: 8 Things Financial Advisors Wish You Realized About Retirement
by msmyers | Jan 10, 2019 | Estate Planning
“Besides new exercise regimes and attempts at savings accounts, from a legal perspective, the new year is the perfect impetus for tackling life’s perennial to-do list. From an estate planning perspective, here is a punch list that every adult should look to...