| “Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy. When was the last time you reviewed your will or estate strategy? August is National “Make a Will” Month, an excellent annual reminder to update or create your will. Having a will in place can make the difference between a smooth estate process and a probate nightmare for your loved ones. Creating a will outlines your wishes to your family. Once a will passes legal hurdles, the executor can begin the process of transferring your property to heirs. Consider creating or updating your will for National “Make a Will” Month this August. If you have any questions about your estate strategy, we’re here to help. |
What happens to your financial plan when you lose your income?
Balaji Rao MBA, CPFA
September 15, 2026
A sudden loss of income can affect your financial plan in weeks. You still need to make your mortgage payments,
