Client Q&A: Home Prices
Home prices in my area have been booming. Why is this happening, and do you expect it will continue?
1
04, 2022
1
03, 2022
Financial Planning Checklist for Times of Crisis
Market volatility is a part of investing, and we can count on market swings to challenge our patience as investors. So it’s important to keep a long-term perspective.
1
02, 2022
Who Will Care for Your Pets?
If you have a dog, cat or other pet, you know that the unconditional love and affection our pets devote to us improve the quality of our lives in ways nothing else can. This is why they deserve our respect and dedication even after we pass away or become incapacitated and should be part of your Estate Planning.
1
01, 2022
Why Your Adult Children Need an Estate Plan
Talking to and ensuring that your children create effective estate plans will provide your family with peace of mind knowing they are all financially secure, even if the unexpected happens.
15
12, 2021
The Impact of Dying Without an Estate Plan
When you die, you can leave a plan to achieve your goals and care for your family or you can leave it to chance. Your family and your hard-earned assets are too important to pass without your direction.
15
10, 2021
Funding is Critical to Estate Planning
Planning and funding are both necessary for your estate plan to achieve your goals. That means making sure your Trust is properly funded.
15
04, 2021
Understanding the Potential Impact Taxes Have on Your Retirement Income
Coordinating your estate and tax planning, retirement income, asset protection, and investment strategies can have a dramatic impact on your financial future.
15
04, 2021
Top Reasons to Do Estate Planning
People have many different reasons to do estate planning. Some people plan diligently and well in advance of any urgent need. Other people procrastinate and plan only when things are thrust upon them.
15
01, 2021
What you need to know about Joint Tenancy
Sometimes people use Joint Tenancy as a simple way to do Estate Planning. This can have drawbacks, sometimes serious and unexpected.
21
09, 2019
Revocable Living Trust: What You Need to Know
A revocable living trust is an essential aspect of any estate plan. Also known as a living trust, it is a legal entity created to hold personal and family assets. There are two parties involved in a living trust. They are the grantor, or trustmaker, and the trustee. Often, they end up being the same person. A revocable living trust goes through three phases which are outlined here.