Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most.
- The Toll of Serving as Fiduciary - May 17, 2022
- Estate Planning – Something You Shouldn’t Do Yourself - April 15, 2022
- What Everyone Should Know about the New FDIC Regulations - March 15, 2022