5 Estate Plannning Tasks You Shouldn’t Put Off

Download PDF of this article here: 5 Estate Planning Tasks You Shouldn’t Put Off This week, Morningstar finance writer Christine Benz wrote a great informational article about estate planning. In it, she urges readers to update their estate planning documents, even if the estate tax remains in flux. Benz also notes that, “When you consider […]

Do You Need An Estate Plan?

Download PDF of this article here:Do You Need An Estate Plan?   On of the frequently asked questions I get is “Do I need an estate plan?” The answer is: Yes! As a recent article in Forbes points out, if you die without an estate plan, such as a will (“intestate,” in legalese), the state […]

An Estate Plan: Do You Need One?

On of the frequently asked questions I get is “Do I need an estate plan?” The answer is: Yes! As a recent article in Forbes points out, if you die without an estate plan, such as a will (“intestate,” in legalese), the state where you lived has an estate plan for you. And you probably […]