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,...
by msmyers | Aug 13, 2019 | Estate Planning
“You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles.” – Bernard Rethore 5...
by msmyers | Jul 22, 2019 | Estate Planning
Getting your estate plan in order may force you to ask some tough questions and make some difficult decisions; however, the peace of mind that comes from having these issues settled is worth the struggle. Here are a few estate planning questions that might make you...
by msmyers | Jul 18, 2019 | Estate Planning
Excellent advice for those with aging parents on how to approach vitally important end-of-life discussions: What Your Aging Parent Isn’t Telling You – I Want to Discuss End-of-Life Issues
