Estate Planning Checklist for the New Year

Review your existing estate planning documents. If you already have an estate plan, review it to make sure it is still up to date and reflects your current wishes. This includes your will, trust, and any other estate planning documents.

Make necessary updates to your estate planning documents. If...

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The Benefits of a Daily Money Manager

by Beth Carroll, CPA Cornerstone Money Management During the last two years of my mother’s life, she faced serious illness. The stress of my mom’s declining physical health was exacerbated by financial concerns about the future, such as the availability of financial resources to pay for her...
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