What is an estate plan?
July 7, 2021
Estate planning is an important part of financial planning. Not only does it help document your wishes regarding how your wealth and property will be
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Estate planning is an important part of financial planning. Not only does it help document your wishes regarding how your wealth and property will be
Lots of people assume that CPAs are only helpful for corporations and the ultra-wealthy, but this simply isn’t true. In fact, you may be surprised
Earlier this month, we posted blogs that discussed some of the tax benefits of having an estate plan—but there are lots of other ways you
Many accountants advise their clients to consider estate planning. In addition to giving you the peace of mind that comes with knowing your estate and
2020 has been a crazy year for all of us—and if you’ve decided that you want to get your finances in order, before the year
Many people assume that as long as they have a will, that upon their death, their assets will be disbursed according to their wishes. This
Estate plans aren’t just for the ultra-rich. In fact, most people don’t realize they already have an estate, regardless as to whether they’re aware of
If you read our last blog and you’re interested in learning more about how to set up a financial estate plan, you may have questions
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