October is a great time to enjoy the changing colors of fall, the taste of spiced cider, and update your estate strategy. That's right, October is Estate Planning Awareness month, making it a perfect time to establish or revisit your financial, estate, and gifting goals. Unsure where to start? Let's talk soon. In the meantime, here's some more great content to get you started:
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.