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Category Archives: Estate Planning

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8 Great Lessons I Learned From My Father

Financial Lessons Every Child Should be Taught As many states have extended student’s distance learning schedule I wanted to share excellent advice from an article written by Marguerita Cheng on the importance of a financial education.  Cheng’s advice from her father a Taiwanese immigrant who came to America in the 1960’s with $17 to his name […]

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Time to Review Your Estate Plan

What is an Estate Plan?  It states who gets your assets at your death.  Your Wills, Durable Power of Attorney and Health Care Directive comprise your Estate Plan.   There are 2 types: 1) The Default- Created by the state in which you live.  You may not like it’s terms.   2) The one you make and […]

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