Families of children with special needs have additional matters to consider when putting together their estate plan. This article outlines some great advice: Special Advice For Special Needs Parents
More Good Reasons to Get Your Estate Plan In Place
Who doesn’t love a good Top 10 List? Especially when it’s Estate Planning themed! Take a look at some more good reasons to get your Estate Plan in place. Life lessons of the rich and famous: Why you need an estate plan
Charitable Contributions and Estate Planning
Charitable giving is an important component of many estate plans. If you’re planning to include charitable contributions in YOUR estate plan, here are some things to keep in mind: 9 Ways To Gift Your Assets To Charity
People Love Us On Yelp!
We are so thankful for your kind reviews and referrals! We’re honored to hear that “People Love Us On Yelp” again for 2018. Thank you, wonderful clients!
Financial Planning for Retirement
Thank you to our friend Mike Muirhead of Financial Partners for sharing this article with us: 8 Things Financial Advisors Wish You Realized About Retirement
2019 Estate Planning Resolutions
“Besides new exercise regimes and attempts at savings accounts, from a legal perspective, the new year is the perfect impetus for tackling life’s perennial to-do list. From an estate planning perspective, here is a punch list that every adult should look to achieve in the new year.” – Cori A.…
Preparing for the Inevitible
“We live in a death-denying society, and our loved ones often find it “morbid” or “disturbing” to talk about it. The reality is that talking about your inevitable death and the funeral arrangements that will follow is terrifying for everyone. It’s not a conversation about sunshine and puppy dogs. It’s…
At What Age Do I Need an Estate Plan?
Frequently asked question: at what age do you need an Estate Plan? In short, once you’re 18 there are some legal documents you’ll want to have in place. Here are some guidelines and considerations for every age: Guide to Estate Planning By Age
Preparing for the Worst
“The news has been filled with devastating events this year – unimaginable wildfires, hurricanes and devastating flooding – and the resulting losses are heartbreaking. It is hard to comprehend how someone loses everything in an instant, but it could happen to anyone at any time. Everyone should have a plan…
End of Year Planning
“During the holidays, it can be hard to find the time (or desire) to review your finances and estate plan. To help with that effort, here is a short list of things that you can easily accomplish before the ball drops on New Years’ Eve.” – Lisa P. Staron A…