by msmyers | Oct 10, 2019 | Estate Planning
“No one thinks dealing with the death of a parent will be pleasant. We expect a morass of unfamiliar and uncomfortable emotions. We anticipate unprecedented grief. But no one warns us about how much math and paperwork it entails.” – Adam BulgerThis...
by msmyers | Sep 26, 2019 | Estate Planning
“Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure your beneficiary designations are consistent with the rest of your estate plan. You have...
by msmyers | Sep 17, 2019 | Estate Planning
No matter what stage of life you are in, there are estate planning items to consider. Here’s a good breakdown for many of the stages you may experience: Estate planning considerations for every stage of life
by msmyers | Sep 12, 2019 | Estate Planning
“Now if all you have is a pet, you can probably stop reading here. On the other hand, if your pet is family, you should consider adding them to the estate plan. Now, I’m not suggesting that you leave a pile of money to Whiskers, but there are still things that...
by msmyers | Sep 3, 2019 | Estate Planning
Some people consider estate planning “one and done” but there are compelling reasons to take a look at your estate plan often and update as needed.”A person’s estate plan should grow with them over time. If you haven’t looked at your will in a long...
by msmyers | Aug 15, 2019 | Estate Planning
“Estate planning is built on a foundation of three key elements: communication, clarity and customization. By considering these aspects in more detail, my hope is that you, like Washington, can set your own “hand and seal” to effectively relay your wishes,...
