Tag archive: benefits
Back To The Basics/Recap – Do I Need An Estate Plan?
Hello loyal readers! We are a little over half-way through the first year of our Wealth Planning Blog now, and with the close of the summer quickly approaching, kids going back to school, and life going back to “normal,” we thought it might be a good time to go back to the basics and discuss…
Charitable, Religious and Legacy Bequests
As we progress throughout our lives, we seek meaning in our family, social, religious and work relationships. “The future must be seen in terms of what a person can do to contribute something, to make something better, to make it go where he believes with all his being it ought to go.” – Frederick R….