What if I received an Inheritance?
Incorporating an Inheritance Into Your Financial Plans A question that routinely comes up in financial and estate planning discussions is how to plan for an anticipated inheritance. It can be tough to discuss, but we encourage all our clients to have a plan in place for when (and if) an inheritance comes their way. Here’s […]
Avoiding Unpleasant Surprises: Why You Need An Estate Plan
Many would agree that we live in a world of uncertainty – but why neglect critical financial choices that are in your full control? Creating an estate plan is one of the most important steps you can take to ensure that your property and possessions are distributed according to your wishes. In the process, you’ll […]