Video: Reasons to Update Your Will

by | Apr 18, 2019 | Estate Planning, Tax

When was the last time you reviewed your will? Amy is sharing a few reasons why you should consider updating your will.

Contact her here if you have any questions about your estate planning updates.

You may also like:

The Dirty Dozen Scams of 2023

Every year the Internal Revenue Service (IRS) publishes a list of taxpayer scams and tax avoidance schemes they call the “Dirty Dozen.” These fraudulent practices pose serious risks such as the loss of personal data, money and more. Although these scams peak during...

The Power of the Charitable Contribution Deduction

Donating to charities offers a wealth of benefits that extend far beyond the act of giving. It empowers individuals to make a positive impact on causes they deeply care about. Through charitable contributions, critical resources are given to people in need,...

Are Client Accounting and Advisory Services (CAAS) For You?

Accounting also personally referred to me once as “the necessary evil”, has a rough reputation.  Pocket protectors, ten keys, panty hose, and even maybe an abacus is what people imagine when they think of my profession. Although, not entirely inaccurate, I believe the...

Important Aspects of Your Financial Health

Whether you are just out of school or nearing retirement, a periodic review and update of all aspects of your short-term and long-term financial health is important. When my mother was turning 90, her doctor noticed in an X-ray, a spot on her lungs. The cancer doctor...

Latest Posts