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Shred Day Information

Time to Shred Old Documents; What to Keep and What to Shred

The good news is, we’ve planned a shredding day at our office in Salem on Saturday, April 29, 2023 from 11 a.m. to 2:00 p.m!  The bad news is, now you need to decide what to keep and what to shred! This event is free and open to the public. We have hired a shredding truck to pull up at our office and shred away.

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Do Family Secrets Hurt Estate Planning?

A study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals only about half actually…

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