by msmyers | Feb 24, 2017 | Estate Planning
Although not an official part of your Estate Plan, your wishes regarding your funeral arrangements deserve your thoughtful consideration. On a most basic level, your family should be aware of three things: 1) Who is in charge of your final disposition? 2) Do you...
by msmyers | Feb 23, 2017 | Estate Planning
A recent study shows that most Americans expect that they will receive some sort of an inheritance. However, the reality is that only around half of retirees will be able to leave an inheritance. Meanwhile, about ⅔ of those anticipating an inheritance said they were...
by msmyers | Feb 22, 2017 | Estate Planning
Now that Donald Trump has taken office as the President of the United States, many are wondering if he will make good on his promise to repeal the Federal Estate Tax. For now, the question remains unanswered; but if it is repealed, how will it affect the average...
by msmyers | Feb 21, 2017 | Estate Planning
Estate planning needs are changing with the times! Families today have to consider things that previous generations never dreamed of. For example, in addition to planning for physical assets, today’s families also need to make a plan for their digital assets....
by msmyers | Feb 17, 2017 | Estate Planning
As we tell all of our clients, deciding to begin the estate planning process it the hardest part! Once you make that initial appointment to create these important documents, we will guide you every step of the way. Here’s the process: Once you book your ...
by msmyers | Feb 16, 2017 | Estate Planning
When we think of February, we think of LOVE, of course – flowers, chocolates, dinners with loved ones. February is also a great time to think about the security of your loved ones and the legacy you will leave for them. Choosing even just one task to accomplish...
