Legacy planning is much more than a configured documentation of your assets. It is both a personal and procedural preparation of your life requiring additional foresight and planning for beyond. Developing a solid estate plan requires a culmination of knowledge based on law, accounting, and a level of customization that only a good estate planning…
Continue reading…Category: Women
Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 2)
For many families, this week marks the beginning of a new school year. This week, we continue with the academic theme, and give you Part 2 of the Back-to-School Checklist. In this final segment, we are discussing the importance of updating your trust documents and planning for the holidays. Update Your Trust Documents Established…
Continue reading…Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 1)
The ever-present rush of a new school year is upon us. For many families, this is the last week of summer. This is a great time to assess your current financial situation, long-term, and short-term goals. This week, we are discussing topics that are likely addressed at some point but may not be considered until…
Continue reading…