Newsletters


Your Estate Matters Newsletter, Vol. 24.2

This issue’s articles include:

  • Avoid the Opioid Addiction Epidemic
  • Safe Traveling Tips for Seniors
  • Retirement Planning
  • Taking Retirement Distributions
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 24.1

This issue’s articles include:

  • When is the Best Time to Start Planning for Next Year’s Taxes?
  • The Ins and Outs of 529 Plans
  • Scent Preservation Kits? They Really Work
  • Does a Child You Love Have Special Needs?
  • Can You Guess this Legacy?

Your Estate Matters Newsletter, Vol. 23.4

This issue’s articles include:

  • Social Media Friends Versus Connecting in Person
  • The Stress Factor
  • Avoid Family Disputes Over Asset Distribution
  • Different Beneficiaries, Different Trusts
  • Guess This Legacy

Your Estate Matters Newsletter, Vol. 23.3

This issue’s articles include:

  • Retirement Isn’t the time to Slow Down
  • 4 Things You Need to Live a Happy Life
  • 8 Reasons to Focus on Estate Planning Now
  • Estate Planning for Blended Families
  • Guess This Legacy