Matthew Erskine’s Blog
Listen up.
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Strategic Succession
Putting system in place with help with future problems
Client Estate Plan Review Checklist (2025)
20 Point Checklist for Estate Plan Review Your clients' estate plans should be revisited every year or two to ensure it's still aligned with their current circumstances and intentions. This article presents a comprehensive checklist to guide you through the captivating process of reviewing client estate plans.
Client Estate Plan Review Checklist
Estate planning is an ever-evolving process that requires attention. Regular reviews will ensure that your client's plan remains in sync with their life and accurately reflects their wishes. Here is a comprehensive checklist to guide you through the captivating process of reviewing client estate plans.
Matt’s Advice for Financial and Healthcare Planning Documents
The Trifecta: Living Will, Healthcare Proxy, and Durable Power of Attorney Recently featured in US NEWS and WTOP, Matt addresses the importance of having these legal documents in place during the uncertainty of the global pandemic. Having these items prepared by a...
Questions to Ask Before Writing a Living Will
CREATING A LIVING WILL is a task that’s often neglected on a financial to-do list – but it shouldn’t be. One reason it’s neglected is that plenty of people don’t know what a living will is – or they know but understandably aren’t...