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Monthly Archives: January 2020

5 Things That Need Special Handling in Estate Planning

Some types of assets require special handling or attention in estate planning. Estate planning goes beyond simply providing instructions for straight forward items. Understanding the complexities of some assets and taking certain steps may be required to accomplish your estate planning goals. Here are a few examples of things that need special handling in estate […]

Estate Planning Questions for 2020

Happy New Year! As you welcome in the new year, it’s time to ask yourself some important estate planning questions for 2020. It’s necessary to review your plan every year, but these questions may change the way you approach your overall plan.  Estate Planning Questions for 2020 Taxes Do any recent legal or tax changes […]