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Estate-Planning

Estate Planning is For Everyone!

According to various studies, it is commonly thought that 55% of Americans do not have even a will.  Indeed many of those individuals and families likely have failed to plan due to a common misconception that we encounter in our offices, to-wit: estate planning is only for the rich. That myth couldn’t be further from […]

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Four common estate planning mistakes

Here are four estate planning mistakes that we frequently encounter. If your plan is in place and current, this will serve as validation that you are on the right track. Feel free to share this information with friends and family members, especially those who may not have a plan in place. 1. Not having a […]

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