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For many of us, September is a transitional month. Children and grandchildren return to school. The boogie boards, beach blankets, and chairs are packed away until next summer. It seems that almost everyone is on some sort of schedule again. As you go through your calendars, penciling in weddings and weekend getaways, remember to make time to be sure that plans for you and your family’s future and legacy are in place. Join us at one of our Estate Planning Seminars on September 17th and September 19th to learn more about this process and our services.
Insurance has a number of uses as an estate planning tool. It helps protect and preserve your estate, giving you more to pass on to your loved ones. It also has special characteristics that allow you to position your estate for sophisticated estate planning. Learn about the basic categories of insurance and how they strengthen your estate plan.
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