by msmyers | Jun 19, 2018 | Estate Planning
“Estate planning is an important task that everyone should take the time to manage. We’re all familiar with the concept of a traditional will where you lay out what should happen to your assets, but the legacy of your digital life is important, too.”...
by msmyers | Jun 14, 2018 | Estate Planning
“When spouses decide to divorce, the usual framework is a process involving attorneys and the court system. But as modern family life is complex, it is becoming more common for spouses to remain permanently separated yet not divorced. It’s a state of gray that...
by msmyers | Jun 12, 2018 | Estate Planning
“An estimated 27 percent of U.S. pet owners who have wills include provisions for their pets, but according to Fat Cats & Lucky Dogs, they’re often ill-conceived or inadequate. They simply leave Max the dog to Uncle Harry, for example, without covering...
by msmyers | Jun 7, 2018 | Estate Planning
Our hope, of course, is that everyone will take the time to get their will written and their estate plan in place. Having these documents simplifies things tremendously, both in life and in death. However, recent statistics tell us that half the US population has not...
by msmyers | Jun 5, 2018 | Estate Planning
Getting your estate plan in place is a big accomplishment and an even bigger relief. However, don’t just place your documents on the shelf and mentally check them off your list. As this article outlines, one of the biggest mistakes people make with their estate...
by msmyers | May 31, 2018 | Estate Planning
We are pleased to welcome Scott Hendrix, Wealth Manager at Upstream Investment Partners, LLC, to share some valuable insights on how to track down unclaimed assets. Do you have money waiting to be claimed? You’ve worked hard for what you’ve earned, but are...
