Regardless of how old you are or how much your things are worth, we all have things to pass on or instructions to leave for our loved ones. The estate planning process is for everyone. What would happen if you died tomorrow? Have you selected someone to take care of your children? Does your spouse […]
Estate Planning Conversations
The holidays are a wonderful time and for some families, it may be the only time everyone is together. And if you can’t get together in person, you can consider getting together virtually with Zoom, Skype or Facetime. Having multiple generations together can make the holidays an ideal time to have some estate planning discussions. […]
Manage Holiday Spending
The holiday season is here and along with the fun and family time, come extra expenses. The holidays can mean extra spending on gifts, travel, charitable giving, decorations, and food for special meals. If you haven’t planned ahead for extra expenses, it can mean swiping the credit card to cover it. The average American spends […]
