8 Reasons to Check and Update Your Estate Plan
The following 8 events frequently require a fresh look to consider changes to your plan.
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The Greatest Holiday Gift
You can give yourself the greatest holiday gift: Peace of Mind. To do that, what are the two simple documents for you to fill out?
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Year-End Giving Tips
I found this wonderful article in the Idaho Community Foundation’s Professional Advisor Newsletter, November 2023.
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It’s Fall – Everyone Has Gone Hunting
Many of the men, and some women, who help with the corners of my life, such as working in my office, mowing my lawn, delivering my mail, all disappear for a few weeks in the fall. They are off hunting.
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Creating an Estate Plan Minus Your Spouse?
What if your spouse won’t join you in creating an estate plan? Susan Graham discusses what you can do in this video.
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