Monthly Archives: June 2025

This week’s Word to the Wise is Estate: Everything you own—money, property, residences, personal possessions, businesses, and so on.   Why does a full understanding of your estate matter now?   Fully understanding your estate better prepares you for how you want everything handled after you pass away. It helps you decide what you want

This week’s Word to the Wise for estate planning is: Physical Assets: Things you own that can be physically touched, such as books, property, vehicles, and clothing. Physical assets do not include real estate. Why do “physical assets” matter in estate planning?   All physical assets are part of your estate. After you die, your