Category: Legacy & Estate Planning

  • GIVE! But Before You Do: 3 Charitable Giving Tips

    GIVE! But Before You Do: 3 Charitable Giving Tips

    We hope these tips will make the giving season a little less stressful: Tip #1: Charity scams can be very convincing. Tip #2: Your donation may or may not be…

  • Acquaint Grown Children with Your Financial Affairs

    Acquaint Grown Children with Your Financial Affairs

    Having a conversation with your children about your finances is never easy. At HFM we believe giving your children knowledge about your wishes can only make life easier when the…

  • 12 Estate Planning Must-Dos

    12 Estate Planning Must-Dos

    As your life changes so should your Estate Documents. Here are 12 questions to get you started in keeping your estate plans as well as beneficiary designations, up-to-date.

  • You Better Think (Think)…

    You Better Think (Think)…

    Aretha Franklin’s passing was in the news not just because she was an icon, but because she had NO WILL.  Below is an article about some of the pitfalls of not…