Continuing The Tradition Of EXCEEDING EXPECTATIONS

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Estate Planning

What is a pour-over will?

A pour-over will is an estate planning tool that can ensure that all your assets are accounted for. It avoids the problems that can occur when people are left wondering what to do with assets that you forgot to include in your estate plan. When you first create your...

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...