Are You Over The Hill: Your LegacyEstate planning is an important part of your overall financial plan.
Gifting Assets To Your FamilyWhen you mention gifting what usually comes to mind is a birthday or Christmas. What I’d like to talk about today is gifting assets to another generation.
Protecting Your AssetsYou’ve worked very hard to achieve your goals and accumulate assets. Now you need to protect them.
The Importance Of Updating Beneficiary DesignationsBeneficiary designations are unique in that upon your death the asset passes to the named individuals on the account and they will bypass any will or trust that may be in place.
Where There’s A Will There’s A Way!No one gets out of this world alive, but we can plan to make it easier on those we leave behind.
Over The Hill Gang: Prepaying Your Funeral?It may be the practical thing to do if you have just been diagnosed with stage 4 cancer or are in your late 80s, but if you are just 55 I am not sure it’s a good idea.
Over The Hill Gang: Your LegacyNo one gets out of this world alive, so it's important to do some estate planning for the inevitable.
Estate PlanningEstate Planning is an awkward subject to discuss for it involves someone dying!
Estate Planning For AllEstate planning is a key element in any financial plan no matter what your age.
Financial Planning By The Decades: When You Are 50Your 50s. These are typically your prime earning years, as well as the decade when retirement begins to come within view.
Checking In On Your EstateEstate planning is next on our spring cleaning list.
Protecting Your Estate While Living In Two StatesBeing a Snowbird could be a great lifestyle in retirement but one place will need to be your legal residence and it’s the laws of that state which will dictate your estate planning.