How to Take Stock of Your Valuables to Prepare your Legacy Plan

Have you ever had to move to a new house or a new city? Chances are you have.  When we move, we go through all our belongings, determining what to bring with us and what to give away or sell. This process of taking stock of our personal effects isn’t something specific to moving — it’s a common legacy planning … Read More

Things to Remember When Estate Planning

When it comes to estate planning, many think of a will — however, a will is just one part of the process. In fact, there are many aspects of an estate plan you need to remember. First is understanding what an estate plan is. An estate plan is responsible for administering your property when you’re gone, including any assets or … Read More