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Just What Does an Executor Do Anyway?

Jul 23, 2024

Serving as an executor is not for the faint of heart.

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Adding to Your College Preparations

Jul 16, 2024

Is your newly-minted young adult child heading off for college next month?  If so, do not neglect to get powers of attorney and medical documents in place before they leave.

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Building a Safety Net for an Inheritance

Jul 2, 2024

“Successful generational wealth is built on a foundation of careful planning.” This article gives some good advice for consideration.

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Single People, Take Note

Jun 25, 2024

Contrary to popular belief, estate planning is actually more complex and more important for single persons without children. This article gives a good “lay of the land.”

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Looking a Gift Horse….

Jun 18, 2024

There are certain assets you may not want to pass on.

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