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Tips, Tricks and Essentials of Estate Planning (PART 2)

In Part 1 of Tips, Tricks and Essentials of Estate Planning the four essential documents the CPAs and advisors at HW&Co. most recommend were covered. To recap the list, the essentials were having a will, having durable power of attorney, medical power of attorney, and finally, a directive to physicians or a living will. So […]

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Posted in: Articles, Tax, Wealth Management

Tips, Tricks and Essentials for Estate Planning (PART 1)

In this two part series, we have compiled a list of essential documents, as well as the highly recommended documents, for Estate Planning. Though you may think you can wait to plan, our advisors recommend starting sooner rather than later. Estate planning can be complicated. It is important you know all the essential tips, tricks, […]

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