As we usher in a new year, many of us reflect on the changes we want to make in our lives. From personal growth to financial stability, our New Year’s […]
Category: Estate Planning
What You Need to Know About Estate Planning, Part 2
Welcome back! In our last episode, Shaina Case, John Fritz, and Matt Kaufman kicked off a great conversation about what to expect during the estate-planning process and shared great insight […]
What You Need to Know About Estate Planning, Part 1
What goes into creating an estate plan? What elements need to be considered to avoid probate? (And, if you already have an estate plan in place: Are you missing an […]