Tag Archives: estate plans

Is Your Estate Plan Unfinished? Resolve to Get it Done in 2022.

You probably don’t want to make a resolution that requires you to think about your own mortality and what will happen when you’re gone, but if you haven’t finished your estate plan, it’s definitely something you need to put on your To-Do list for 2022.

Because the reality is that a half-finished estate plan is as...
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Are Heirlooms and Keepsakes a Part of Your Estate Plan?

When most people think of estate planning, they think of assets that include money, real estate, and personal property.

But, included in someone’s estate could be invaluable personal property, such as family heirlooms or keepsakes. This type of property should not be overlooked in your estate plan just because it may not have a high dollar...
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