Tag Archives: financial advisor

Involving Your Entire Family in Planning

As our families grow, the change can be exciting but it should also be a reminder to keep plans updated. As we age, whether we are grandparents, parents, aunts, uncles or parents with small children, we should create or update … Continue reading

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Estate Planning Complete? Now What?

So you have met with your estate planning attorney and have prepared your will or trust, your medical and financial powers of attorney, and the necessary other documents.  Can you just put it all away now and forget about it? … Continue reading

Posted in Advance Directives, Beneficiary designation, Estate Planning, Power of Attorney, Trusts, Wills | Tagged , , , , , , | Comments Off