End of Year Review of Retirement Plans & Estate Plans

By Kevin | Published December 7, 2022 | Posted in Estate Planning, Wills & Trusts |

Now is the time of year to review your matters to include retirement plans and estate plans. Potential updates as to your current professional and personal plans can be reviewed and then identified, based upon any life changes, to then address matters to include intended beneficiaries, authorized representatives and fiduciary appointments. Changes, amendments, codicils and Read More

Willing to Prepare or Review your Will & Estate Plan

By Kevin | Published November 28, 2020 | Posted in Wills & Trusts |

The ongoing pandemic has given many cause for pause to assess/reassess many aspects of life and the thereafter. Many/millions (according to a 2016 Gallup Poll) still do not have a Will in place. An Estate Plan, consisting of a Will as well as a Power of Attorney and Health Care Directive, is not only critical Read More

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