Tag: estate planning

by Patrick Murphy -

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…

by Vicki Vasser-Jenkins -

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…