KJK | Oct 15, 2019 | Articles, Estate, Wealth & Succession Planning, News
By Becky Raspe, Cleveland Jewish News For the wealthy 1%, estate plans are an integral part of financial planning. But for the other 99%, many don’t see a reason to plan for their estate, especially if they feel they don’t have enough assets. According...
Kevin J. Lenhard | Jul 18, 2019 | Articles, Estate, Wealth & Succession Planning
Vacation season is upon us, and in addition to picking out the ideal summer getaway for you and your family, booking flights and hotel rooms and buying that new swimsuit, it’s a good time to make sure your estate plan is in order before you hit the road. As you know,...