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Four Common Myths about Estate Planning

Posted by Jim Foster | Oct 15, 2020 | 0 Comments

Myth 1:  My spouse can make all of my healthcare and financial decisions because he/she is my spouse. Reality:  This is not always the case.  To make sure your spouse can indeed make important decisions on your behalf, you should sign a financial and health care power of attorney and an advance ...

Estate Planning Awareness Week: Proactively Caring for Yourself & Your Loved Ones

Posted by Jim Foster | Oct 13, 2020 | 0 Comments

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. An estate plan can provide significant peace of mind by ensuring your assets are protected, plans are in place in the event you become ill, and your property is passed down according to your wishes.

Estate Planning: Not Just For the Crawleys

Posted by Jim Foster | Oct 12, 2020 | 0 Comments

It is a common misconception that financial management and estate planning are reserved for the fabulously wealthy, folks like the Earl of Grantham and Lady Mary of the popular television drama, Downton Abbey. Regardless of how much you have in the bank, though, you and your family can benefit from planning ahead for the future.

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