Many of our clients use the month of February to refine their estate plans as a gesture of
supporting their legacy and loved ones for years to come. While you evaluate how to optimize
your estate plan for 2022 and beyond, here are some ideas for you to consider:
This time of year is always special for me. With the start of a new year, most people appreciate refreshed perspectives or commit to new goals and resolutions. For me, it also signals the conclusion to the season of gathering with family, friends, and loved ones. At...
This season our hope is that you find a way to focus on what is most important to you and your loved ones. Time together can be one of the most important things of the season.
Marriage is a big life change for just about everybody. Forming this special union is about more than just emotions and love, marriage actually creates a legal and financial connection between two people that is significant and can have serious ramifications. Therefore, it is not a bad idea to start looking at updating your estate planning strategy if you are engaged to be married.
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