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If you have Charitable Intent in your Estate Plan, don’t overlook your IRA!
Category

Wills

If you have Charitable Intent in your Estate Plan, don’t overlook your IRA! Estate PlanningWills
December 29, 2022

If you have Charitable Intent in your Estate Plan, don’t overlook your IRA!

If you have Charitable Intent in your Estate Plan, don't overlook your IRA!    …
Mike Garry
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Do you need a Will? Estate PlanningWills
November 17, 2022

Do you need a Will?

Do you need a Will?     The answer to that question is yes. If…
Mike Garry
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Do you need a Durable Power of Attorney? Estate PlanningPowers of AttorneyWills
November 3, 2022

Do you need a Durable Power of Attorney?

Do you need a Durable Power of Attorney?   I think most people probably do.…
Mike Garry
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Don’t Wait Until it’s Too Late for Your Estate Planning Estate PlanningWills
October 6, 2022

Don’t Wait Until it’s Too Late for Your Estate Planning

Don’t Wait Until it’s Too Late for Your Estate Planning Estate planning is a critical…
Mike Garry
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Where There’s a Will, There’s a Plan Estate PlanningFood for thoughtWills
June 19, 2019

Where There’s a Will, There’s a Plan

Throughout history, people have made inheritance choices that are inexplicable to others. In 1926, Harry…
Mike Garry
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Should I use Software for my Estate Planning Needs? Estate PlanningFood for thoughtWills
October 8, 2018

Should I use Software for my Estate Planning Needs?

Something that we've seen in the last couple of months that I’d like to point…
YardleyEstate
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Don’t Die Without a Will Estate PlanningWills
September 17, 2018

Don’t Die Without a Will

The other night I was out, and I heard people talking about the fact that,…
YardleyEstate
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Fully Fund or Even Over Fund a #529 Plan Account? Estate PlanningFood for thoughtWills
September 7, 2018

Fully Fund or Even Over Fund a #529 Plan Account?

If you have the means, and want to support your kids’ or grandkids’ educational efforts,…
YardleyEstate
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What Estate Planning Documents do you need? Estate PlanningPowers of AttorneyUncategorizedWills
July 30, 2015

What Estate Planning Documents do you need?

https://www.youtube.com/watch?v=cJYU7R7mJNc Michael talks about the three main Estate Planning Documents that everyone should have.
Mike Garry
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Regular Checkups needed for Wills and Trusts Wills
June 25, 2015

Regular Checkups needed for Wills and Trusts

https://www.youtube.com/watch?v=xxtcAlyuDbg Joellen Meckley, of Yardley Estate Planning, talks about Wills and Trusts, more specifically on…
Mike Garry
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