Dec 22

Estate Planning Strategies for 2015

By STEVE DARTY Each January I promise to lose the holiday weight, set a few goals, and let my clients know if we need to update their estate planning strategies.  This year we have fewer changes to consider, though they could prove crucial depending on your estate.

Oct 23

Estate Planning: Top 20 Errors to Avoid

by L. Paul Hood, Jr. We all want peace of mind, right? I firmly believe that putting your affairs in order creates peace of mind that is unrivaled. In this article, I’ll identify the “top 20” most serious mistakes that people routinely make in estate planning. This list is not in the order of seriousness; […]