Do I Need a Will If I’m Leaving An Insurance Policy to a Beneficiary?
Estate planning is crucial to leaving your beneficiaries with your possessions as you intend.
Estate planning is crucial to leaving your beneficiaries with your possessions as you intend.
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.
Even Tony Soprano has to deal with long term care decisions for his mother. Imagine our surprise when we found The Sopranos to be relatable!
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…
Probate is the process of proving a will and settling an estate after an individual (decedent) dies.
Does somebody else know where it is in the event of your death or incapacity?
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs.
Resolve to get your estate plan and finance in order for the new year. Since the gym is crowded right now, call us to schedule an appointment – we’d be glad to help!
When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.
300 E. 2nd Street
Salem, VA 24153
Legal and fiduciary services offered through Robyn Smith Ellis PLC. Investment advice offered through Ellis Financial Group LLC, A Registered Investment Advisor in the Commonwealth of Virginia. Insurance products offered through Ellis Insurance Services LLC.