Month: December 2017
December 15, 2017
How to Share Family History and Heirlooms with Your Estate Plan
The best time to share your family history with loved ones is right now, before the memories are forgotten. The coming holiday season…
December 8, 2017
Potential Problems with Beneficiary Designations
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank…
December 1, 2017
Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent
There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, 10%, 20%, or some…