Kerry Dwyer

Harmony of Legacy: A 12-Day Estate Planning Celebration (Days 9 to 12)

To continue our holiday series “Harmony of Legacy: A 12-Day Estate Planning Celebration,” we share with you the last days…

4 months ago

Harmony of Legacy: A 12-Day Estate Planning Celebration (Days 5 to 8)

To continue our holiday series “Harmony of Legacy: A 12-Day Estate Planning Celebration,” we share with you four more days.…

4 months ago

Harmony of Legacy: A 12-Day Estate Planning Celebration (Days 1 to 4)

Day 1: A Partridge in a Pear Tree = The Foundation of Your Estate Plan Welcome to our “12 Days…

5 months ago

Tax & Wealth Advisor Alert: The Pitfalls of Payable on Death Accounts

Payable on Death (POD) accounts are offered by banks and other financial institutions to permit an account owner to designate…

10 months ago

Home for the Holidays: Give the Gift of Legal Planning for your College Student

In the summer flurry of packing and planning to transition their high school student to college life, many parents overlook…

1 year ago

Tax & Wealth Advisor Alert: How Does Life Insurance Work with an Estate Plan?

We must always expect the unexpected. We can be careful and prudent in our daily lives, but there are certain…

2 years ago