It is already the end of September, which means it’s time for all things Pumpkin….and to get a head start on your estate planning needs!
Estate planning is most certainly not on most millennials’ radar. It is just not “sexy” enough to think about now. Most people assume you don’t need to think about estate planning until they are in their
I have talked about this before here, but this coming week is the start of school for many college students so this is a friendly reminder for parents of college students to keep this on their radar. They
It still isn’t clear whether Trump plans to follow through on one of his [empty] campaign promises of eliminating the estate tax. The estate tax was actually repealed for one year in 2010 and then
It’s one thing to get your estate planning documents done and it’s another thing to keep them organized and someplace where family members can access them should they need to in an emergency.
Your beneficiary designations are a very important part of your estate planning. They are also very easy to forget about when you’ve had life changes. A common misconception is that once you have an
According to a survey by AARP, 60% of Americans do not have an estate plan in place. I am not surprised. Estate planning is so important, yet so many people do not understand why they need a
I just returned from a wonderful much-needed girls’ weekend away with my high school girlfriends. It was the first time I left both of my children overnight with my husband. Of course, two days before I
As most of you know, my family moved from our beloved home in Ann Arbor, Michigan to the Dallas area in 2015 for my husband’s job as Senior Counsel for Toyota. It was a wonderful opportunity for