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June 2015 Archives

Don’t forget about your ‘stuff’ when planning your estate

If you are at home right now while reading this, look around the room. Chances are that there are things all over your house that hold value -- either sentimental value or monetary value. That’s why you don’t want to forget about your personal property when planning your estate.

Is your financial adviser in sync with your estate attorney?

With the increasing specialization of careers, individuals who are creating an estate plan may already have relationships with other professionals, such as an accountant, financial advisor and/or insurance representative. However, is the advice offered by those individuals fully integrated?

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