Category Archives: Estate Planning

5 hidden reasons you need a will.

Most people don’t appreciate the full importance of a will, especially if they think their estate is too small to justify the time and expense of preparing one. Even people who recognize the need for a will often don’t have … Continue reading

Posted in All Service Providers, All Taxpayers, Estate Planning, Ever wonder | Tagged , | Leave a comment

A Lower Stock Market Can Help Estate Plans

Even though the stock market has been rebounding since March, it’s still down significantly from where it was before it started tanking a year ago. If you have a sizable estate, you might very well have watched it shrink over … Continue reading

Posted in All Taxpayers, Estate Planning, Financial Planning | Tagged , , | Leave a comment