Estate Planning Blog

Estate Planning, Tax & Business Planning Blog

RECENT BLOG POSTS

How to Find Out If Your Loved One Has a Will

One of the most important steps after a loved one’s passing is to find out if they have a will. This can provide clarity on their final wishes and help you navigate the estate.

You Don’t Need $1 Billion to Leave a Legacy Through Gifting

Leaving a legacy doesn’t have to require a monetary transaction. Volunteer, teach, mentor, and lead by example! People will remember you fondly for the work you did during your life, and your name will forever be associated with the impact you’ve made on your local community.

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