by Nancy A. Roberson | Jun 1, 2021
We frequently have clients tell us that they don’t understand why they need to fill out our estate analysis checklist and have a meeting with us when all they need is a simple will. In fact, when we survey our estate planning clients, one of the main reasons why they...
by Nancy A. Roberson | Sep 23, 2016
A recent survey of more than 2,000 people found that 64% of the people surveyed indicated that they don’t have wills, according to an article published online by AARP. Many people are superstitious about planning for death. People fear that once they get the...
by Nancy A. Roberson | Sep 9, 2014
The employees of our firm are big proponents of saving money and being good stewards of your assets. However, many people confuse being cheap with being wise managers of their money. There is definitely a difference between the two actions. That is why we are...
