The financial impact of living a long life should be a consideration in your estate planning. That’s why we take a holistic approach to estate planning– so we can help you cover all the angles and live life to the fullest.
Preparing for and facing death openly and honestly is a gift to our loved ones because it allows us to leave behind what really matters, not just what we’ve accumulated financially, but our wisdom, our love and our leadership.
80% of retirement account beneficiaries immediately liquidate the account and frivolously spend the assets
If you do not plan for your death, your family will get stuck in Court and could end up in conflict as well
Knowing ahead of time how much you are willing to contribute to charities and those specific charities to which you will give makes it easier to deal with those groups not on your “list”
The term “blended family” has become commonplace in our society and refers to a family where one or both spouses were previously married and have children from the prior marriage. In some instances, the new couple goes on to have […]
Opening these conversations with your family will be difficult, but nowhere near as difficult as it would be on your family in the absence of advance planning
Making provisions for pets in your will can only be done through the establishment of a trust. Pets are considered property and, as such, cannot be left money or property directly.
All of these processes will prevent the need for a court to appoint a guardian for you if you become incapable of managing your own affairs. In my experience, it is important to do everything possible to avoid court and having a non-interested third party judge, who knows nothing about you, from making decisions that will impact your life.
Your first objective with these plans should be to contribute enough of your earnings to build up a nest egg that meets your projected goal. The next objective is simply to invest wisely
