sarahcmurilloNov 22, 20235 minFood, Giving Thanks, and... Talking About Estate Planning During the HolidaysThe holidays are a perfect time to bring up conversations around inheritance and end of life, if you do it right.
sarahcmurilloNov 12, 20236 minWhy “Just a Will” Is Never Enough?Wills are a key part of your estate plan - and a big part of the movies - relying on a Will alone won’t solve your estate planning needs.
sarahcmurilloMay 9, 20233 minEstate Planning: 4 Common Mistakes When Using Gifting to Reduce Estate TaxesHow can you use gifting to your advantage? Every year you can gift money to loved ones without it being subject to gift tax or counting...