The holiday season is a time to enjoy friends, family, and loved ones. Often, when we consider our life circumstances, we may get in the spirit of giving. This is particularly true if you are at a point in your life where you have enough from a financial standpoint. If you are planning on giving […]
The holidays are right around the corner, bringing the joyous season of gathering with family and loved ones into full swing. It is the time to slow down, get caught up with loved ones, enjoy the family, and experience quality time around the dinner table. It is also a great idea to take this opportunity […]
Estate planning covers more than just financial matters. Many use their estate plan to pass along their values as well as their wealth. One way to do this is to give thanks with your estate plan, by designating charitable giving or specific gifts that will help ensure your legacy. It is important, however, to balance […]
As the old adage goes “anything that can go wrong, will go wrong.” Referred to as Murphy’s law, this well-known saying has no mercy. Sadly, estate planning is no exception to its wrath. There is hope! Below are five-estate planning mistakes and how to fix them: Incorrect guardian for your children: Your estate plan is […]
