When you think about an aging loved one or a loved one who has passed away, you probably don’t give much thought to the material things they’ve left you. Maybe you have a piece of their clothing that you sometimes hold close to your heart or a favorite item of theirs...
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and...
Laws change. Your life changes. It’s important for your estate plan to be up-to-date with these changes. Your estate plan is a set of documents, such as a will or trust, that dictate how your assets will be distributed upon your death or incapacity. Hopefully your...
