Durable Power Of Attorney
Estate planning is a key element in any financial plan, no matter what your age.
During Thanksgiving, most families would much rather talk about the Patriots than their finances.
While living in two states you must choose one as your legal residence, and it’s the laws of that state which will dictate your estate planning.
Estate Planning does not have to be fancy, expensive or complicated.
Six months south and six months north could be a great lifestyle in retirement but one place will need to be your legal domicile, your legal residence.
As part of your financial plan you will need to be sure you are adequately insured and have an estate plan as well so you can protect those you love as well as your assets.
Honor Dad this Father’s Day….Get his estate in order.
Everyone wants to go to Heaven, but nobody wants to die to get there!
This is an awkward subject to discuss with your kids for it involves talking about your money and their inheritance or lack of it because there is no money.
We talked about dumb money moves last week and many listeners let me know that there is a whole lot more than the ones we talked about.