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Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for November, 2017

Veteran Tidbits

by Antoinette Bone on Nov 7, 2017 Posted on Our Blog

Here is a collection of various pieces of information Veterans and family members may find useful.   Veterans’ Day Deals. In addition to discounts normally provided to Veterans in stores such as Home Depot, there are a number of special discounts or free meals for Veterans on Veterans’ Day. Some deals include family members or […]

What’s In Your Estate Plan?

by Antoinette Bone on Posted on Our Blog

In 2008 Congress found that over 120,000,000 Americans did not have an up-to-date estate plan.  In a resolution, the House cited a 2004 Roper poll commissioned by the American Institute for Certified Public Accountants which stated that two-thirds of Americans over age 65 believe they lack the knowledge necessary to adequately plan for retirement and […]