Revising Your Estate Plan

If you have an estate plan in place, congratulations!  You’re among a relatively small group of individuals that have taken an important step in securing their family’s future.  However, just because you have an estate plan in place, it doesn’t mean that your efforts should necessarily end there.  As time goes by, your financial or…

Estate Planning Gifting Strategies

The holidays may be over, but it’s always a good time to consider a charitable gift, whether that’s for estate planning or otherwise.  If you’ve ever considered making such a gift, there are a few tips to keep in mind to help guide you. Have an estate planning gifting strategy in place is important so…

Estate Planning Myths

When dealing with estate planning, the topic tends to be relegated to older individuals that wish to determine how their assets will be distributed upon their death.  While this is one aspect of estate planning, it is also one of the myths attached.  Let’s take a look at some of the other myths that should…