Life and Estate Planning – Part 2

This week I heard from a widow whose husband never signed a will or estate plan. She was unable to access his investment accounts. The good news is that their value was over $100,000. However, that means the only way she can deal with his assets is … [Read more...]

Life and Estate Planning – Part 1

Wills, trusts, and estate planning are an area of increasing interest, particularly for young families and for aging baby boomers. There are many positives to having your affairs in order, and many potential future negative consequences if you don’t. … [Read more...]