July 28, 2020 •
Estate Planning ![]()
As you age, it is important to have your affairs in order to ensure peace of mind for you and your family. Several documents need to be in place to help your family know and carry out your wishes.
Read MoreJuly 20, 2020 •
Estate Planning ![]()
Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in your name, include the children’s names and dates of birth and sign. The document is filed away to be used if needed, but you really never expect it to be used.
Read MoreJuly 15, 2020 •
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Without an estate plan in place, clients will be reliant on state laws and probate courts to appoint individuals who will be responsible for financial affairs and health-care decisions, in the case of illness and ultimately the transfer of assets upon death.
Read MoreJuly 6, 2020 •
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Eighty-five million families in the United States own at least one pet. That’s 68% of the population. How many of those owners have a plan for what would happen to their pet, if they themselves met with a crisis, had a lengthy hospitalization, or died?
Read MoreJune 23, 2020 •
Estate Planning ![]()
One essential component of your financial plan involves designating power of attorney to someone you trust, in case you are incapacitated or unable to complete a task on your own.
Read MoreJune 22, 2020 •
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In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.
Read MoreJune 18, 2020 •
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When a family member or other loved one dies, the natural response is to feel overwhelmed. However, there are some very practical and legal matters that need to be attended to ‘immediately, if not sooner.’
Read MoreMay 27, 2020 •
Estate Planning ![]()
Estate planning design and implementation is not only complex but can be highly emotional. Therefore, it’s important to have a basic understanding of the estate planning process, before approaching a professional.
Read MoreMay 20, 2020 •
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Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.
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When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
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