Posts Tagged: goals

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Top 10 Estate Planning Goals

An estate plan is simply a set of legal documents to prepare for your death or disability. The specific documents you’ll need depends on various factors, including the number, size, type of your assets, and your overall estate planning goals. If forced to list the top 10 major components and the associated goals of a… Read more »

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August is National Make-A-Will Month

It’s almost September which means you only have a couple more days to celebrate National Make-A-Will Month. (Yes, seriously. This is a thing.) How does one celebrate such an obscure month? By creating an estate plan! A will is just one of multiple documents in a strong, individualized estate plan. However, it is one of… Read more »