Jun 16, 2017 | Uncategorized
A recent report from the American College of Financial Services has me concerned about the ability of many Americans to succeed in retirement. Managing your money and understanding the systems and structures in place that can optimize your savings or potentially...
Jun 7, 2017 | Uncategorized
Get your will done – check. Create an advance health care directive – check. Healthcare power of attorney – check. Getting the pieces in place of your estate plan is very satisfying but it can also lead to a false sense of security. Creating an estate plan is not a...
Jun 2, 2017 | Uncategorized
You have a couple options when it comes to how to spend your money. Option 1. Accumulate wealth and then create an estate plan so that upon your death, money goes to support the various causes you believe in. Hope that everything goes to plan after you die. Option 2....
May 24, 2017 | Uncategorized
In the last post, we talked about some general things to consider when deciding on the question of how to leave money to your children. Today, I have a list of 3 questions you may want to ask yourself as you begin to figure out your inheritance plan. 1. Will my child...
May 17, 2017 | Uncategorized
“A good man leaves an inheritance to his children’s children.” That quote from Proverbs resonates with many of us. We want to be in a financial position where we have the ability to leave money to our heirs to give them financial security and to...
May 10, 2017 | Uncategorized
Your will is more than a simple legal document with instructions about what to do with your estate. It is a piece of paper that can shape your legacy for years to come. Today I want to bring your attention to some issues that will help you think through what you want...
