Estate Planning
Guest Blog: Pre-Planning Your Funeral
Guest Blog: Pre-Planning Your Funeral Written By: Jeff Klemmer, Owner & 4th Generation Funeral Director, Heritage Funeral Homes Whenever I have the opportunity to discuss pre-planning a funeral, I am asked…
Read MoreGuest Blog: Estate Planning for Blended Families
Estate Planning for Blended Families Written By: Bill Lyne, Lyne Law Firm, LLC When two people get married and one or both have children from a prior relationship, a “blended…
Read MoreTip of the Month | August 2022
Common Estate Planning Documents Written By: Ryan Rink, CFP® If you’re a legal adult (over age 18), then you should have some form of estate documents in place. Listed below are…
Read MoreRevocable Trusts: Fact vs. Fiction
Recently, Rebecca Simoni, a Shareholder in von Briesen & Roper’s Trusts and Estates Section, wrote a great article on revocable trusts. A revocable trust is a commonly used estate planning…
Read MoreFinancial Planning and Family Values
Financial Planning and Family Values Written By: Kevin Reardon, CFP® We all know that financial planning is more than just discussions about investments or retirement planning. It brings together complex…
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