Is Estate Planning on your list of New Year’s Resolutions?
IS ESTATE PLANNING ON YOUR LIST OF NEW YEAR’S RESOLUTIONS? When a new year begins, we are encouraged to make “New Year’s resolutions”. Often these resolutions include starting fitness programs and diets, prompting us to take a good look at how we eat and spend our time. Although, reviewing or preparing an estate plan may not have the same physical impact, it is an important “exercise” and is likely to give you peace-of-mind that your financial house is in order. Call us for a free consultation! 888-560-2743. Consider the following situations: You own property valued in excess of $150,000: Trusts can avoid costly...Continue reading