Estate Planning For AllEstate planning is a key element in any financial plan no matter what your age.
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.
Protecting Your AssetsYou’ve worked very hard to achieve your goals and accumulate assets. Now you need to protect them!
You Must Plan On DyingWe all do some really dumb things when it comes to our money, but sometimes it's not what we do...it's what we don’t do.
What You Need To Know When You Are Somebody’s WidowIf you are married, one of you will become widowed and usually it is the woman who is the surviving spouse.
Estate Planning For All AgesEstate planning is a key element in any financial plan, no matter what your age.
Where’s The Important Stuff?During Thanksgiving, most families would much rather talk about the Patriots than their finances.
How To Protect Your Estate While Living In Two StatesWhile 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 Is Key To Financial PlanningEstate Planning does not have to be fancy, expensive or complicated.
How To Protect Your Estate While Living In Two StatesSix 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.
How To Protect Your AssetsAs 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.