Estate and gift planning, an often undervalued aspect of financial management, plays a crucial role in protecting the interests and welfare of one’s dependents after death. These plans typically encompass directives regarding the allocation and handling of assets, directives for minor children if applicable, and instructions related to retirement accounts. Many people consider estate and […]
October is now celebrated across the country as Estate and Gift Planning Awareness Month Campaign. This means clients of the legal and financial community may be reading articles and hearing about estate and gift planning more this month than usual, which makes the next few weeks an especially good time to prompt your clients to […]