Posts Tagged ‘estate planning’

Wealth Transfer Checklist

Leaving A Legacy For Your Loved Ones Having conversations about distributing your money, home and other assets after you’re gone may be uncomfortable, but it’s important to address the topic so you and your heirs are prepared. Creating a plan for transferring assets can achieve a variety of goals, such (more…)

Why You Need a Financial Plan

Why You Need a Financial Plan

Go from Dreaming to Doing Are you a dreamer, a doer, a procrastinator or a planner? Dreamers tend to have big goals for the future with few plans for making them happen. Doers are action-takers who focus on meeting today’s demands and may overlook big-picture planning or dreaming about the (more…)

Estate Planning With Your Parents

A Difficult, But Important Conversation Money is a taboo subject in many families, which makes it more difficult to talk with your aging parents about financial planning. But as seniors live longer and face the possibility of physical and mental disabilities that could limit their decision-making and independence, it’s vital (more…)

These Music Legends Didn't Have a Will

These Music Legends Didn’t Have a Will. Do You?

Music legends Prince, Jimi Hendrix and Bob Marley died without a will or estate plan in place, setting off family drama over their estates. According to the American Bar Association, they’re not alone — it’s estimated that 55 percent of Americans die without a will or estate plan in place. (more…)

8 Steps to get Started with Estate Planning

You may have heard the saying that only two things in life are certain: death and taxes. Thinking about life’s end isn’t how most of us want to spend our Saturday afternoons. But it’s essential to plan for the event and also implement your plan to make sure others know (more…)