For many parents, this summer has been one of joy, remembrance – and anxious change. Many have seen their child turn eighteen, wrap up high school, and plan on moving out all in a single year. The summer has been full of graduation parties, but now, you’re starting to...
Your family lake home or a property has likely created many great memories you all will cherish. It may be that everyone in your family loves going there. What happens to that special spot after you and your spouse are gone? Unfortunately, a vacation property isn’t...
Getting serious about making an estate plan means consulting with an estate planning attorney who can walk you through the process. Annex Wealth Management’s Estate Planning Attorney, Jill Martin, J.D., offered some ideas on what you should ask. Finding an attorney...
We all have important documents around the house, including some that other people may need access to if something happens to you. When it comes to estate planning documents, keeping them safe is important, but ensuring someone can find them and access them is just as...
MoneyDo: Make Sure Your Estate Plan Includes Your Digital Identity Estate Planning in a Digital AgeYou may already have an estate plan, (if you don’t, make sure you contact us to set one up) but your current plan might not reflect how you manage your life today.More...
In 2008 a group of bipartisan congressmen and congresswomen co-authored and passed legislation designating the third week of October each year for a campaign to raise awareness about the importance of estate planning. This year, the Annual National Estate Planning...