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Volume 10, Issue 1

In This Issue ...

A Stitch in Time — We are all familiar with the old adage "A stitch in time saves nine." There are many areas of life where considerable time and expense can be saved when important issues are addressed in a timely fashion.

Solid Plans Bring Peace of Mind — An effective estate plan is the sum total of all the provisions you make for the management and future distribution of your assets. There are many reasons to have an estate plan-the most important of which may be the peace of mind this can afford.

Understanding the Probate Process — The role of the probate process may be one of the least understood aspects of financial planning. The term “probate” is based on the latin verb “probare” which means “to prove.” The purpose of the probate process is thus to prove who owns particular assets.

Ordinary Man Doing Extraordinary Things — Hugh Overton considers himself an ordinary man living an ordinary life. But, with careful planning, he has done extraordinary things for his alma mater.