What About My Belongings?

When creating your will, you may be tempted to include provisions designating who should receive certain items of tangible personal property (things like furniture, jewelry, and collectibles). If you include these specific provisions in your Will and later change your...

Top 5 Estate Planning Myths

This guide debunks common misconceptions which can lead to trouble for your loved ones down the road. 1.  "I'm not wealthy enough to need an estate plan." There is no amount of money that signifies one should have a basic estate plan, rather it is something every...

529 Accounts

Frequently clients inquire about the best ways to either make gifts to grandchildren during their lifetime or leave a small gift to their grandchildren at their death.  One way to accomplish that gift is to leave money to a 529 Account, named for the Internal Revenue...