Estate Planning

Estate Planning Checklist

For National Estate Planning Awareness Week, October 19-25, 2015, we wanted to offer a helpful checklist for making important life choices. While estate planning is something generally associated with those of advanced years, it’s quite relevant for people of all ages. Here are a few benchmarks to consider. Entering Adulthood Once someone turns 18, a […]

Estate Planning

What We Learned: Estate Planning in the Digital Age Google Hangout

As new technology enters our lives, society is becoming even more dependent on digital assets. However, the more information we put into these digital assets, the more information we leave behind for our fiduciaries to manage. Learning how and why we must integrate access to this information within our estate plans was the main focus […]

Estate Planning

What We Learned – Solidifying Your Financial Estate: Planning Your Financial Future

Planning for your financial future can be tricky. When prepared correctly, your estate has the ability to keep you and your loved ones financially stable over time. Making sure that estate plans are reviewed constantly is an easy way to make sure your financial planning stays up-to-date. In fact, most people acknowledged during our October […]

Estate Planning

5 Estate Planning Mistakes to Avoid

A primary goal of estate planning is to safeguard your legacy after you’ve passed. It enables you to leave all of your hard-earned assets to your loved ones. However, even the most careful and well-intentioned person can stumble along the way. Here are five estate planning mistakes to avoid. 1. Retirement Beneficiaries don’t match your […]

Estate Planning

Join Our Conversation During National Estate Planning Week (Oct. 20-26)

Join our live TweetChat, Tuesday, October 21st –  Solidifying Your Estate: Planning Your Financial Future Estate planning is an essential component of any financial plan. A well designed estate plan can help to accumulate and conserve assets during your lifetime. It can also help shelter your family’s financial security after you’re gone. Estate planning doesn’t […]

Estate Planning

Estate Planning: Protecting Your Digital Assets

Wills have long been the cornerstone of estate plans. This legal document allows you to plan a practical and cost effective transfer of your property to your family and selected beneficiaries.  When most people prepare their wills, they often only consider their physical property, but little thought is given to intangible property. According to a […]

Estate Planning

Generational Wealth: Making Your Assets Last for Generations

If you’ve built up significant assets, you probably want to ensure that they enrich your family for decades to come. It’s entirely possible, with smart financial planning, for your savings to help even a great-grandchild pay for college or maybe even finance a mortgage. Passing wealth between generations, though, isn’t always easy. Tax implications and […]

Estate Planning

Protect Your Future with a Trust

Smart money management is all about planning for the future. Whether you’re establishing an emergency fund or preparing for retirement, just about any financial decision you make today is all about building a more secure tomorrow. One way to financially prepare for the future is to establish a trust. A trust is a legal document […]

Estate Planning

Estate Planning: The Importance of Creating a Will

A recent guest post by Evan over at Bargaineering talks about the importance of creating a last will and testament. The business of death and figuring out what will happen to your money and assets once you pass away can be a difficult topic to address, but it’s an important financial step that everyone has […]