Endowment

Soon, Thanksgiving will be here. We will begin the Thanksgiving meal with prayer. When we serve the meal, we will pass the food in a manner that tries to make certain our guests are served first. When the meal has ended and cleanup has begun, we will begin packaging up

We’ve all heard people say they don’t need a will because they don’t have much money or because the law will take care of the distribution of their property after they die. Others put off writing a will because they think the process is complicated and expensive or they are

New children, grandchildren or other heir A move to a different state The sale or purchase of a major asset Reaching age 70½ Your selected beneficiary is deceased Divorce or remarriage Substantial change in value of assets Adding a major property to a living trust Selected executor or trustee not

“When is the best time to review your estate plan?  Many like to do it in January in response to a New Year’s resolution.  However, summertime can be an even better time as we reflect on past summers spent with family, and how we now want to honor them as