Category: Family Wealth Planning

Why the Holidays are the Perfect Time to Update an Estate Plan

December 11, 2014 Victor Medina Estate Planning, Family, Family Wealth Planning, Taxes 0 Comments

We all know the holidays are the right time for sleigh riding, bell ringing, and tree trimming… but what about estate planning? http://gty.im/88749768 The Pittsburgh Post-Gazette recently suggested something I like to remind my clients of as well: the holidays truly are the perfect time to update an estate plan. Why? Two reasons, really: togetherness […]