Posts tagged estateplanningtips

Why Investing Your Tax Refund in Estate Planning Is a Smart Choice

So you received a tax refund this year—congratulations! You might be thinking of splurging on a vacation or saving it for an unforeseen expense, but there's an even smarter option for utilizing that refund: estate planning. Here's why it's a wise choice. Continue reading to learn more.

Estate Planning, Financial PlanningErica EndykeApril 16, 2024tax refund, estate planning tools, estateplanningtips, estateplanning, financial planning, taxes, tax, refund, smartchoices

10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2

Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re coving five more life events that mean it’s time to review your plan. Read more…

Estate PlanningErica EndykeAugust 2, 2023estateplan, estateplanning, estateplanningupdates, updatingestateplan, estateplanreview, estate, estate planning advice, estateplanningtips, incapacityplanning, statelaw, married, marriedcoupleplanning, divorce, assetsmanagement, assets