Asuncion Rodriguez Jr. , Insurance Professional

Asuncion Rodriguez Jr. , Insurance Professional

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I Wish I May, I Wish I Might: Estate Planning’s Gentle Nudge 04/20/2023

Sorting out a loved one's estate can be a stressful time full of potential disputes. That's one reason why opting for gentler phrasing like "I wish" can be useful in your estate plan.

I Wish I May, I Wish I Might: Estate Planning’s Gentle Nudge Contrary to what you might expect, using precatory language such as ‘I wish’ or ‘I hope’ can play an important part in three estate planning objectives.

Are you on the list? 04/08/2023

Twice a month, newsletter subscribers receive helpful information for their financial journey. The next edition will cover what you can do if you can't file taxes on time this year.

Are you on the list? Sign up and stay tuned for this week's posts.

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