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Who will make your decisions if you are medically incapacitated?

Matthew D. Hoffman, CFP®, ChFC®

March 03, 2021

This is something that we don’t normally think about, especially if we are young and healthy.

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Demystifying the CARES Act

September 01, 2020

The Corona virus Aid, Relief, Economic Stimulus (CARES) Act is a sweeping piece of legislation passed on March 27, 2020

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Everything You Need to Know About Estate Planning: Part 2 Preparing a Will

June 01, 2020

This article is MMBB’s second of a two-part series on what you need to know about Estate Planning.

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Videos

Estate Planning - More than just a will

May 20, 2021

This webinar explains the fundamentals of estate planning such as incapacity, gifting, and planning for death.

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Estate Planning

Estate Planning - More Than Just a Will

July 16, 2020

This video teaches estate planning basics, such as organizing important documents and minimizing potential estate tax.

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