by msmyers | May 3, 2018 | Estate Planning
“A lot of people don’t realize how long they may live,” said Andrew Crowell, vice chairman of wealth management at D.A. Davidson & Co. Americans are living longer — the number of 65+ year olds grew from 8% to 12% of the total population between 1950 and 2000, and...
by msmyers | May 1, 2018 | Estate Planning
“The key to avoiding costly estate planning mistakes is generally a willingness to spend the time and the resources to ensure the family is protected in the event of their death or incapacity. Often, a little time and money spent planning can prevent spending a...
by msmyers | Apr 26, 2018 | Estate Planning
“It’s tempting to assume that if you tell one doctor what you want at the end of your life, that’s enough — what you want will be clearly documented and retrievable when it is needed, and the record will follow you wherever you go. Yet this critical information...
by msmyers | Apr 19, 2018 | Estate Planning
Please have the important discussion regarding your end of life wishes with your family and loved ones. It is a personal, religious, and philosophical issue and it can be complex, but it is important that those who care about you most understand your wishes and...
by msmyers | Apr 17, 2018 | Estate Planning
“Death is inevitable, but we continue to make long-term bets: My wife, Jeanne, and I might have enough economy-size jugs of Tide and gigantic packages of toilet paper rolls, bought on regular trips to Costco, to survive into the next century. Still, preparing...
by msmyers | Apr 10, 2018 | Estate Planning
“We definitely see evidence that retirement is fluid,” said Kathleen Mullen, a RAND senior economist and co-author of its American Working Conditions Survey. “There’s less of the traditional schedule: work to a certain age, retire, see the world. We see people...
