Month: June 2017
June 16, 2017
What’s On Your Worry List?
A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower fees, more efficient wealth…
June 9, 2017
The Pros and Cons of Probate
In estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially those with…
June 2, 2017
Estate Planning for Unmarried Partners: Planning for After Death
Estate planning is creating a set of instructions that specify how property is handled after death, and how property and health care…