estate planning

Get Your House In Order – Estate Planning for 2024

In today’s episode, Don offers actionable advice and encourages listeners to talk with their families, update their estate planning documents, and make sure their financial house is in order.

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Get Your House in Order! Why You Need an Estate Plan

As we move towards the end of the year, we’re looking over checklists for items that need some attention, and while it’s not specific year-end planning, now is a great time to address your estate plan.

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The Season of Giving

Giving Tuesday was this week and we are entering the most charitable time of the year. What do you need to know about charitable giving and taxes?

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