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Posts Tagged: estate planning

How to successfully prep your estate for your loved ones – Part 2

Posted 2:56 pm by Matt McKay & filed under Financial Planning, Personal finance.

In Part 2 of this blog series, let’s cover those regular estate planning to-do’s. By “regular”, we’re talking about those items that need to be reviewed, updated, and checked on from time to time. An annual check-in is ideal. Add it to your New Year resolutions list perhaps! Once you have your estate plan groundwork Read More

How to successfully prep your estate for your loved ones – Part 1

Posted 8:17 pm by Matt McKay & filed under Financial Planning, Personal finance.

You’re busy trying to soak up all that life has to offer. You want to spend quality time with your family and friends. You want to travel the world. The last thing you probably want to be thinking about is what’s going to happen once you’re gone. Understand that making tough estate planning decisions now Read More

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