Continuing The Tradition Of EXCEEDING EXPECTATIONS

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Estate Planning

Who pays the taxes on your estate?

As you do your estate planning, you realize that you probably cannot plan everything out so that your heirs don’t have to take care of any details. If you were to pass away unexpectedly, for instance, someone would still have to pay the property taxes and your income...

Don’t delay your estate planning

When you ask people why they haven’t created an estate plan, one of the main reasons they’ll give you is simply that they are procrastinating. They won’t say it this way, necessarily. But they’ll talk about how it’s something that they mean to do in the future or how...

Is your will legally valid?

A will is more than putting your last wishes on paper. It is a legal document enforceable by a court, and it must be legal and valid. Otherwise, it might be declared null and void when distributing your estate. Can the document you have withstand the legal test when...

3 common estate planning mistakes

Thinking about the end of your life may not be at the top of your list of things to do – but planning now can provide peace of mind down the road.  End-of-life planning, more commonly called estate planning, is all about getting plans in place to help manage risks...