Routine Maintenance
Sharing the following from Everplans.com. It’s a great reminder that your estate plan (and financial plan in general) should be viewed as dynamic documents. Without proper and timely review, they […]
Affairs of (E)state (Planning)
Planning ahead for what will happen to your property when you are no longer around can help save a significant amount of time and money for your heirs. But even […]
Power of Attorney – what is it and why you need one
As a financial planner, it’s part of my job to ask the question “What happens if you become incapacitated?” It’s not inconceivable that such a thing can occur, and the […]
Wrapping Up your Digital Estate
In an ever-increasingly connected world, we think little of creating online identities to participate on the latest social platform or reap rewards points. But, have you ever wondered what would […]
Estate Planning and Retirement
If you’ve done everything right, estate planning will be an issue that needs addressing. With proper planning and flexibility during retirement odds are in your favor that there will be […]