Disaster Planning and Your Accounts
Given the catastrophic fires we’ve seen in our area for the last several years, it’s not surprising that clients have asked me what would happen in the event that an Continue Reading →
Category Archives: Estate Planning
Time May Change Your View of Wealth
Your investment strategy and estate plan should keep pace as your views evolve. Time changes our perspective on many things, including our finances. Perhaps you used to think that money Continue Reading →
Financial Detours to Avoid
Financial mistakes can occur throughout your lifetime. Whether you’re in your 40s, 50s or 60s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way Continue Reading →
Pretend You’re Retired for a Month
Lessons to learn from this experiment. Retirement is ideally a happy time of your life, freeing you up to do things you’ve long postponed. However, the prospect of retirement can Continue Reading →
529s and Estate Planning: What’s the Connection?
Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there’s another side to 529 plans that may appeal to you — potential Continue Reading →
Retiring? Take Control of Your Assets
Before mapping your retirement financial strategy, it’s important to figure out how much retirement income you may need. You’ll need to consider your housing cost, the length of your retirement, Continue Reading →
10 Reasons to Talk to Your Financial Advisor about Long-Term Care Now
Depending on your age, the idea of long-term care may be the furthest thing from your mind or something that you think about frequently. Whichever camp you fall into, it’s Continue Reading →
The Downside of DIY Wills
Don’t Discount Your Will. A self-created last will and testament may lead to problems. As an early step in estate planning, you may be tempted to write your own will. Continue Reading →
Everything You Need to Know About a Will, but Haven’t Thought to Ask
[row] [column lg=”6″ md=”12″ sm=”12″ xs=”12″ ] [/column] [column lg=”6″ md=”12″ sm=”12″ xs=”12″ ]Everyone knows the importance of preparing and maintaining a will, yet many people have never written one. Continue Reading →
Trust Beneficiaries: Be Informed About the Basics
If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and may be governed by Continue Reading →