The biggest mistake people make is attempting to do estate planning themselves. Estate planning involves complex legal and financial issues that require expertise and experience. Attempting to do it yourself, while cheaper up front, can lead to costly mistakes and unintended consequences. To avoid this mistake, work with us to help ensure that your wishes are carried out according to your wishes and that you have an estate plan that is built to last.
Plan For The Road Ahead
Month: April 2023
What is probate?
What is probate? Probate is the legal process that occurs after a person passes away, during which their assets are distributed according to their wishes or state law if there is no will. The probate court oversees this process to ensure that the deceased person's...
The Secure Act 2.0 and how it affects your retirement plan
Recent changes to the Secure Act could have significant implications for your retirement plan. Read more so you don’t miss out on this important information