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Notes from Derek
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Your 5 Task Year-End Estate Planning To-Do List
Your 5 Task Year-End Estate Planning To-Do List 2021 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end...
Planning on Giving Money this Holiday Season? 5 Things to Consider
Planning on Giving Money this Holiday Season? 5 Things to Consider The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life circumstances and may get in the spirit of giving. This is particularly true if you are at a...
Which Distribution Method Is Best? Showing Your Children the Love
If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of the most tangible ways you can show your love once you are gone. What you may not know is that there are a variety of ways that you can leave money and...
Anita’s Blog
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