Estate Planning Basics – Your Family Will Thank You
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...
Estate Planning During the COVID-19 Era
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...
Estate Planning Tips for High Net Worth Singles
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...
Video: Executor Responsibilities
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...