Category: Estate Planning

If you have children, especially young ones, you absolutely should create an estate plan to address their security in the event that you pass away. This is your opportunity to decide who will care for your minor children, how your assets will be distributed, and who will make decisions on your behalf. As you think [...]

May 27, 2020 I have been in Wealth Management for more than 30 years, and, in my opinion, there has never been a greater urgency for estate planning than what we are seeing at this moment in history.  The current health crisis, compounded with working from home and spending more time around loved ones, compels [...]