Three Reasons to Leave Money to Your Alma Mater
Learn why you might want to leave part of your estate to your alma mater college or university and what to consider when creating your estate plan.
Learn why you might want to leave part of your estate to your alma mater college or university and what to consider when creating your estate plan.
While having an estate plan is often something maturing adults focus on, it is important for young people to take time to establish an estate plan now to protect their interests.
Your vacation property may have been a place where memories were created for your children, and they may wish to continue those traditions for years to come. Make sure you include them in your estate plan.
Understanding who will be able to get the most benefit as your IRA Beneficiary is just one thing that our firm specializes in. Learn more here.
When creating your estate plan, you will need to address various assets, including shares of stock. A transfer on death beneficiary may allow you to avoid probate administration
One of the advantages of creating a trust can give you the security to know what will happen in the future. Contact us today