The term “estate planning” may bring angst and hesitation to some, but hopefully this brief write-up will encourage you to start the process. It is a lot simpler to get started than you might think! There are many reasons why families delay important planning related...
Our world has been turned upside down, and the year 2020 will forever be remembered as the year of COVID-19. With everything that is happening around us, both young and old are wondering: What if I contract COVID-19? Are my affairs in order? Will my family know my...
The more wealth you accumulate over your lifetime, the more important it is to think about legacy and estate planning. For married individuals, all assets normally go to the surviving spouse, unless otherwise specified. However, singles need to be more actively (and...
Being an executor of an estate is an honor but also a big responsibility. Are you up to it? Amy is letting you know your responsibilities as a loved one’s estate executor. Contact her here if you have any questions about being an executor of an estate. Executor...
Have you heard of a letter of instruction or ‘love letter’ that accompanies someone’s will? Amy is showing you what types of items you can include. Contact her here if you have any questions about your letter of instruction.
“All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.” ~ Jim Rohn, Entrepreneur and Business Philosopher As life unfolds and businesses evolve, the accumulation of assets grow, from...
When was the last time you reviewed your will? Amy is sharing a few reasons why you should consider updating your will. Contact her here if you have any questions about your estate planning updates.
Estate planning in 2019 is changing with the tax bill! In the video below, Amy is sharing the new tax updates that may affect you
Every company goes through an annual planning and budgeting process to operate their business, so they are able to meet both fixed and capital expenses—making changes as needed to react to inevitable ups and downs in the market. To grow their business, they may need...