by msmyers | Jun 28, 2018 | Estate Planning
“When a person is terminally ill, the emotional impact on the individual and caregivers cannot be overstated. Nevertheless, there also are financial implications to the diagnosis that cannot be overlooked. Astute planning can help the dying individual be...
by msmyers | Jun 26, 2018 | Estate Planning
“When it comes to wills, as a financial planner, I’ve seen a lot of sad, unfortunate or just plain weird things happen over the years. Poor estate documents can lead to people accidentally cutting loved ones out of inheritances, paying big tax bills...
by msmyers | Jun 21, 2018 | Estate Planning
“If you have a child who is addicted to drugs or alcohol, or who is financially irresponsible, you already know the heartbreak associated with trying to help that child make healthy decisions. If these are your circumstances, you are probably already worrying...
by msmyers | Jun 19, 2018 | Estate Planning
“Estate planning is an important task that everyone should take the time to manage. We’re all familiar with the concept of a traditional will where you lay out what should happen to your assets, but the legacy of your digital life is important, too.”...
by msmyers | Jun 14, 2018 | Estate Planning
“When spouses decide to divorce, the usual framework is a process involving attorneys and the court system. But as modern family life is complex, it is becoming more common for spouses to remain permanently separated yet not divorced. It’s a state of gray that...
