Estate Planning During the COVID-19 Era

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...

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...
Maximizing Your Retirement Dollars

Maximizing Your Retirement Dollars

You may be mid-career and saving for retirement or getting ready to jump into a retired lifestyle. Whatever stage you’re in, any tax consultant or financial advisor will tell you, “the best time to plan for that eventuality is now.” This is especially important in the...