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Notes from Derek
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Estate Planning Is Not Just About Money
It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have in the bank, you and your family can benefit from planning ahead for the future. If you fail to do so, you could leave your family...
Choosing a Gift to Give a Charity
If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the needs of the charitable organization, certain accounts or pieces of property may be better suited...
Kids Going Away To College? Why You Should Include Estate Planning in the Preparation
You may have been running around for weeks, getting your new college student off to school. It's exhilarating, and your heart likely is bursting at the seams. You're probably prouder than words can express, but you’re also a little afraid, too. How can you make sure...
Anita’s Blog
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