Posts from January 2017

Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.

Four Basic Estate Planning Documents

Jan. 4, 2017 Article

Being prepared for major life and death decisions requires thoughtful, thorough planning. When it comes to your estate, this involves an all-encompassing look at the decisions to be made, who makes them and how assets are divided. To get your estate in order, you will need to prepare four major documents.