Do You Have Estate Planning Goals?
Happy Holidays! Now it’s time to watch the year tick down. Then we ring in the New Year and watch the Ball drop. As you reflect on the year – Did you accomplish all your goals in 2022? Life happens and maybe you didn’t get to everything. Do you know one goal that should not […]
What is Legacy Planning?
Perhaps you watch commercials about easy and cheap forms to help you write a last will and testament? Perhaps you consider buying a form you complete as a DIY estate plan. TrustandWill and Legalzoom, to name a few, offer quick, cheap fixes. That old adage, “You get what you pay for,” is a good one […]