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Archive for the ‘Estate Planning’ Category

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Updating Your Estate Plan

By on Sunday, December 25th, 2011 | No Comments

How often do you review your estate plan? Do you keep a current record of your online accounts with your estate planning documents? Online Accounts How many online accounts do you have? Do you have a personal or business website? What about a blog? Do you receive your bank or credit card statements electronically? Do [...]

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Funding Your Living Trust

By on Monday, March 28th, 2011 | No Comments

If you have a revocable living trust, it is crucial that you understand the importance of trust funding in order to avoid the unintentional expense of probate. As you may know, one of the benefits of having a living trust is to avoid probate. But having a signed living trust does nothing for you unless [...]

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© 2007 - 2010 William E. Griffith, Jr., CFP - All Rights Reserved.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.