COVID-19 UPDATE: In response to the COVID-19 outbreak, our office will remain fully operational with plans to accommodate current and new clients via telephone or virtual meetings, as well as the ability to conduct easy, no-contact signings of estate planning documents. We will continue to monitor the situation as it develops, and remain committed to maintaining the safest possible environment for our staff and clients
Help With Family,
Finances And The Future
A few weeks ago, we covered some benefits of Roth IRAs to the estate planning process. We know that many financial planners promote matching IRA savings and lifestyles, making it so that you spend most of your retirement savings during your retirement. It does make...
We've covered estate-planning statistics in previous blogs, so it's probably no surprise to our readers that over half of all adult Americans don't have a will. Common estate-planning misunderstandings are one reason this is the case, and even once you get around to...
