August is National ‘Make-A-Will’ Month

August is National “Make A Will” month so here are the top 5 reasons to get your Will and other estate planning documents done now. 1. You Decide When you create a Will, you get to decide who gets your assets. You can even specifically exclude people from getting assets. If you pass without a…

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Involvement in Financial Decisions

Is it time to involve your family in your account management? There are different levels of involvement that can be helpful in various situations. Below is a chart to show the progression of participation from signing an IDC that allows us to share specific information with a particular person to a Power of Attorney that…

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