Topics
Topic:
Family Planning
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Why Do I Need a Trust?
A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Are you concerned about fraud? These are just a few of the many reasons to consider a trust. There are some simple estate planning techniques that you can use, such as adding beneficiaries to your retirement…
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My Loved One Passed Away. What Now? A Financial Advisor May Be A Valuable Resource.
When my dad passed away, a very dear client passed away shortly after. Both left their spouses to handle the finances, and although they left their affairs organized, extensive detective work was still necessary. Once the initial shock of losing someone subsides and the ceremonial procedures are over—what do you do now financially? After losing…
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Thoughts on Transferring Wealth to the Next Generation
Lately, clients have been asking if we wouldn’t mind having a conversation with their kids about planning for future wealth transfer, as well as helping their children learn how to save and become financially independent. The decision as to whether to talk to your children and when is very personal, so there is no right…
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Estate Planning is Overrated
Just kidding. Quite the opposite, in reality. We consider ourselves some of the top cheerleaders for the estate planning profession. Hopefully after reading this you will be encouraged to give your estate planning a review…especially if it has been a few years or if you haven’t even begun the conversation. Just look at some of…
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Protecting Elderly Family Members – What Can You Do?
Fact: We are all getting older. Unfortunately, there are many ways that the elderly can be targeted and taken advantage of financially. We are seeing increases in fake phone calls emails, text messages and IRS or Social Security fraud as scammers, and the technology used, becomes more and more sophisticated. There are some steps you…
