by msmyers | Jan 3, 2019 | Estate Planning
Frequently asked question: at what age do you need an Estate Plan? In short, once you’re 18 there are some legal documents you’ll want to have in place. Here are some guidelines and considerations for every age: Guide to Estate Planning By Age
by msmyers | Dec 18, 2018 | Estate Planning
“The news has been filled with devastating events this year – unimaginable wildfires, hurricanes and devastating flooding – and the resulting losses are heartbreaking. It is hard to comprehend how someone loses everything in an instant, but it could happen to...
by msmyers | Dec 11, 2018 | Estate Planning
“During the holidays, it can be hard to find the time (or desire) to review your finances and estate plan. To help with that effort, here is a short list of things that you can easily accomplish before the ball drops on New Years’ Eve.” – Lisa P....
by msmyers | Dec 4, 2018 | Estate Planning
Blended families have some additional factors to consider in their Estate Planning: Seven Estate Planning Considerations for Blended Families
by msmyers | Nov 29, 2018 | Estate Planning
“Selecting the right guardian to care for minor children is one of the most significant planning decisions you can make, as it may set the course for the rest of several people’s lives. It is of the utmost importance to choose a guardian with whom you and your...
by msmyers | Nov 27, 2018 | Estate Planning
We can’t say it enough: communication is key! Schedule an annual (at least!) appointment with your spouse to go over things and ensure everything is in order in the event of death. This article is a great checklist! 10 Tips to Help Protect Your...
