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Volume 10, Issue 2

In This Issue ...

“Never leave that till tomorrow which you can do today.”–Benjamin Franklin — Seasons change. Fashions change. Laws change. And so should the plans that are designed to provide a stable financial future for ourselves and our loved ones.

Why Plan Your Estate? — While the term “estate planning” means different things, in the broadest sense it is simply the process of accumulating, managing, and distributing property over a lifetime. An effective estate plan can anticipate and avoid four potential financial difficulties.

Practical Questions and Answers — If it’s been a while since your will and other estate plans were created or reviewed, you may want to take a few minutes to review these questions and answers. They may be helpful in determining whether or not your plans are adequate and up to date.

Maybe You Can Too — Owen and Virginia Liles never thought they would be able to afford to fund a college scholarship. Both spent almost 30 years educating and encouraging children – she was an elementary teacher and he was a middle school principal.