Posts made in November, 2013

Why wait until the holidays to plan your estate?

Posted by on Nov 12, 2013 in Blog | 0 comments

The holidays are coming and that tends to mean it’s “estate planning season.” Nothing official, just a trend I’ve noticed. I usually get more calls this time of year, and I have a few hypotheses about why. Here they are, not in any particular order. 1. Many people start the year with an intention and a resolution to take care of their financial affairs, including estate planning. A lot of these folks call around January 2nd to get started. Others put estate planning on their to-do lists and months and months go by. By November, it’s apparent that the to-do has not yet happened. And so, there...

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