by msmyers | Apr 16, 2019 | Estate Planning
Great advice for executors, and good things to keep in mind when appointing an executor for your estate plan. “Being an executor can be a lot of work and a thankless job. It is a serious role that requires your attention. Be mindful of your obligations and...
by msmyers | Apr 11, 2019 | Estate Planning
“An estate planning rule of thumb is to review (and, if necessary, revise) your estate plan in light of major life events. Such events include a marriage, birth of a child and a divorce. A second marriage also calls for an estate plan review. You’ll want to...
by msmyers | Apr 4, 2019 | Estate Planning
“Tomorrow never is guaranteed. Drafting a will, a FPOA and a living trust can feel uncomfortable. But the rewards are significant. For the hour or two you’ll spend, you’ll gain a sense of security that goes beyond even insurance and savings accounts....
by msmyers | Mar 26, 2019 | Estate Planning
People often think of estate planning in conjunction with getting married or having children. However, estate planning is equally important if you are single. This article offers great strategies and insights: 5 Estate Planning Strategies For Singles
by msmyers | Mar 19, 2019 | Estate Planning
“Becoming a parent is one of the greatest joys in life but it also brings with it a lot of responsibilities.When your child is born you might not think immediately about estate planning, but if you’re smart, you will know that you need to consider this question...
by msmyers | Mar 14, 2019 | Estate Planning
If you or someone you know is reluctant to complete an estate plan due to privacy concerns, this article can provide helpful information and options. My dad refuses to create an estate plan. Can I save my inheritance from taxes?
