Estate Planning 101
Estate planning is an often-neglected subject in financial planning. The reasons I’ve heard from people about why this is the case run the gamut from not believing they have enough […]
Estate Planning Mistakes to Avoid
Over the next 30 to 40 years, $30 trillion in financial and non-financial assets is expected to pass from the baby boomers — the wealthiest and one-time largest generation in […]
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 […]
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 […]