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Protected: Graduate Call 5-13-14: The Six Keys to Success

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Graduate Call Notes 5-6-14: Estate Planning Basics

Our main topic dealt with understanding the importance of taking action now so that we are prepared for death as well as the possibility of health issues. In looking at our Estate Planning we need to recognize several elements: They include: a will; assignment of power of attorney; and a living will or health care proxy (medical power of attorney). For some people, a trust may also make sense. When putting together a plan, you must be mindful of both federal and state laws governing estates. Taking inventory of your assets is a good place […]

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Protected: Graduate Call 5-6-14: Estate Planning Basics

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Protected: Graduate Call 4-29-14: Affirmations

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