January 10, 2020
Four Estate Planning Myths That Refuse to Die

Estate planning remains one of the most misunderstood areas of planning. Over the years, I’ve met with people who “only needed a financial plan, not an estate plan” or “didn’t need a financial plan, just some help with estate planning.” I’ve also met with people who labeled themselves too young (or too old) to engage […]

No Kids Shouldn’t Mean No Estate Plan

Estate planning can sometimes feel overwhelming for individuals without children or close family members. You may not know who should receive your estate, who should be the executor of your will, or whom you should trust with important decisions should you become incapacitated.

Posted on January 29, 2018

January 10, 2020Four Estate Planning Myths That Refuse to Die

No Kids Shouldn’t Mean No Estate Plan

January 10, 2020
Four Estate Planning Myths That Refuse to Die