Categories for Estate Planning

End of Year Personal Financial Planning

November 15, 2018 10:00 am

The end of the year presents a unique opportunity to look at your overall situation and take advantage of some personal financial planning. With factors like tax reform, life changes or just working towards your goals, now is an especially important time to review things. Taking what we now know about the new tax law and weaving together all of... View Article

Lack of Estate Planning Can Tear Families Apart

August 2, 2017 1:00 pm

Having personally lived through a family experience in October 2006 following the passing of my grandfather, I continue to share my story with clients, friends, and many others. While there are no guarantees that our decisions are the right ones when it comes to estate planning, we can have a lot of control related to what our family and beneficiaries... View Article

A Critical Need for Women: Financial and Estate Planning

May 11, 2017 1:00 pm

Some healthy reminders Key Takeaways Women over 65 are more than twice as likely as men of the same age to be unmarried. Divorce can be as emotionally devastating as the death of a partner and is often a source of financial hardship—the rate of divorce in middle age is rising. Although state laws largely determine property settlements, women should... View Article

Advanced Estate Planning: So, Mom Is Dating Again?

March 16, 2017 1:00 pm

During most of my career in financial services, the first few months of each year is filled with heavy conversation surrounding investments, the stock market, and getting taxes done. Naturally, some lead to how that impacts one’s retirement and ability to sustain lifetime income. However, thus far this year I’ve also been receiving many estate planning questions which allows me... View Article