People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 4: Where
As I mentioned in my Blog post this past February, you can’t predict emergencies, but you can be prepared for them. Toward that end, we have begun providing our clients with a free year of an emergency service called DocuBank. Watch a 2 minute video that tells about this great service. This handy emergency card […]
We all have our own personal nightmares. Scenarios that conjure up dread, that keep up us at night, or trouble our thoughts when we contemplate the cruel twists and turns of life. Often, we are able to set those despairing thoughts aside, and continue to move forward. And sometimes those scenarios become our reality. Are […]
I’m posting a link to this January 8, 2019 article (below) because it’s a really great article. And though it’s already the last week of June, her punch list is still a good place to start. If I were to add a #11, it’d be: 11. Develop your own Estate Plan, and set up a […]
Best known for starring on Beverly Hills 90210, television star Luke Perry passed away three months ago at the age of 52. He suffered a massive stroke and five days later – surrounded by family and loved ones, he was removed from life support. His sudden death came as a shock. He appeared fit and […]
There are two new tax proposals being floated. One is an income tax proposal and the other is a wealth tax proposal. Read on to learn more about these proposals and whether they might impact you or your clients.