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Happy 2025!

 

Want a broad overview of how to think about your finances and set goals for this year?

 

This article by Srvindhya Kolluru has tips from myself, Blair Lukan and Scott Plaskett.

 

 

 

 

 

 

 

 

 

 

 

 

 

Your Will and COVID19

Wednesday, April 8, 2020

Your Will and COVID19

 

COVID19 has moved 'get a will' from the bottom of our to-do list to the top. How to do that legally and while staying at home? Check out this article for guidelines...and a reminder that a handwritten will is good for now, not a replacement for a full document drawn up by an experienced lawyer. One tip the article left out- please let someone know where your will is stored. Contact me if you have questions.

 
Sara McCullough at 5:15 PM
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