Aug 2, 2023 | Estate Planning, Wills
Secure And Protect Your Family’s Future. Estate planning is a topic often avoided due to the sensitive nature of the subject matter — our mortality. However, by embracing this crucial financial planning exercise, you safeguard your family’s future and...
Mar 14, 2018 | Estate Planning, Shannon Miller, Uncategorized, Wills
By Shannon Miller Who will raise my children upon my death? Even though only half of Americans say they have a will, couples with minor children should have a will if they wish to name who should care for their children and manage the assets. If there has not been an...
Jan 10, 2017 | Estate Planning
Your New Year’s Resolutions Should Include An Estate Plan Review Since tax codes, health, relationships, and assets can change, all affecting the integrity of your estate plan, you need to review it every five years. And, since January is often a time to review,...