Google is one of the world's greatest innovations. Did you ever think you'd have all the world's knowledge compiled and instantly searchable just a click away? It's remarkable. But as anyone who has searched a medical symptom has discovered, 'Dr. Google' doesn't always know best. There are many articles that provide ideas and suggestions, but becau...
Financial, Investment and Estate Planning Blog
Finances and Estate Planning are 2 critical life areas you can't leave to chance. In this blog, I will share various articles, tips and advice to help you navigate these areas. But a personalized 1 on 1 chat will always trump reading a blog. Call me today!
Most of us recognize the importance of creating a thorough, well-reasoned estate plan. But, we may not give adequate thought to choosing the right executor to carry out the provisions of our wills. It's a responsibility that should be taken seriously, and that's why it's so important to find the right person when putting your estate plan together. ...
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When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this year as last? Life can change in the blink of an eye, and it's important that you have a record (i.e., a will or trust) of who gets what in case something happens to you. Usually, a will or trust can govern all assets...
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