Picking up from What to Do after Someone Dies: 10 Steps to Take after a Death (Pt. 1), we will identify the next steps people should take after the most immediate things, such as funeral arrangements, have been completed. What to Do after Someone Dies: The Next Steps to Take Are In the weeks following…
2014 is here and many people are setting their goals, resolutions and to do lists for the year. For some the standard things are topping their list: weight loss, better job, and more time with the family are a few of the ones we hear the most. Perhaps you should consider a goal that will…
Think of your Estate Planning like a puzzle. Some of us have 100 piece puzzles and others have the 5,000 piece puzzle. Many people come to our seminars and office focused on either tax savings or probate avoidance. Both can be important pieces of the Estate Planning puzzle but for a large majority of clients…
