Tag: Estate Planning & Administration

Article
August 16, 2018
Reading glasses on top of a document

“Shall” vs. “May” in Estate Planning — One Word Can Make All the Difference

Do you remember when you would ask your parent or teacher, “Can I go to the bathroom?” If your parents or teachers were like mine, the answer was, “I’m sure you can.” When they said that, I remembered that I should have used the word “may” rather than “can.” In legal documents, there is an […]

Article
July 19, 2018
performance of value stocks in 2021

11 Strategies to Help Plan for Two of Life’s Guaranteed Moments

As the old saying goes, “there are only two things certain in life – death and taxes.” Because everyone has to face these realities sooner or later, taking time to implement certain tax planning strategies and create or review your estate plan, can save you money and provide peace of mind, both now and in […]