by - August 29, 2023 12:49 pm
Why ‘Make a Will Month’ matters
August is national “Make a Will” Month. Maybe you weren’t aware of that because you don’t pay attention to the seemingly endless number of official month and day observations each…
Tag: estate planning
by - March 23, 2017 3:04 pm
Estate planning and potential pitfalls
Estate planning is a blueprint for the accumulation, conservation and distribution of assets that accomplish your personal tax and nontax objectives. Action now can strongly influence, if not determine, what will…