An Inventory of Assets is Essential to your Estate Plan

We all have mountains of paperwork we file away each month: bills, retirement account statements, investment statements, life insurance policy value updates. Some of us now also have many accounts online which require passwords and usernames for access instead of paper statements. When someone passes away, finding all the accounts, insurance policies, and necessary information… Read More

Plan To Leave A Legacy

“Leaving a legacy” can mean many different things.  A legacy can be your reputation. People often refer to the legacy a president will leave. A president’s legacy would be something he has done for which he will be remembered. We will all leave legacies like this and hopefully we have made choices in our lives… Read More