October 21-27, 2024, is National Estate Planning Awareness Week—a timely reminder to think about your estate plan. If you haven’t…
To continue our holiday series “Harmony of Legacy: A 12-Day Estate Planning Celebration,” we share with you the last days…
To continue our holiday series “Harmony of Legacy: A 12-Day Estate Planning Celebration,” we share with you four more days.…
Day 1: A Partridge in a Pear Tree = The Foundation of Your Estate Plan Welcome to our “12 Days…
Payable on Death (POD) accounts are offered by banks and other financial institutions to permit an account owner to designate…
In the summer flurry of packing and planning to transition their high school student to college life, many parents overlook…