Tag: Estate Planning & Administration
Article
August 16, 2018
“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
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 […]