What’s On Your Worry List?

A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower fees, more efficient wealth and more stable income. However, an important outcome of this process addresses what may be on your worry list: running out of money, family strife, unexpected losses and making financial mistakes. The Key [...]

By | 2017-06-16T09:40:25+00:00 June 16th, 2017|Estate Planning|0 Comments

The Pros and Cons of Probate

In estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially those with larger estates — financial planners recommend trying to keep property out of probate whenever possible. That being said, the probate system was ultimately established to protect the property of the deceased and his/her [...]

By | 2017-06-09T15:10:44+00:00 June 9th, 2017|Estate Planning|0 Comments

Estate Planning for Unmarried Partners: Planning for After Death

Estate planning is creating a set of instructions that specify how property is handled after death, and how property and health care decisions are handled during a period of incapacity. Proper estate planning is important for everyone. But for unmarried partners–opposite sex or same sex–it is critical. This article will address some issues for unmarried [...]

By | 2017-06-02T11:18:00+00:00 June 2nd, 2017|Estate Planning|Comments Off on Estate Planning for Unmarried Partners: Planning for After Death