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Category Archive

Below you'll find a list of all posts that have been categorized as “Estate Planning”

What is a trust

What is a Trust and Why Might You Need One?

You spend your life accumulating “stuff” – savings, a home, your favorite pieces of art, that timeshare in Mexico, even your …

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Estate planning

The Beginner’s Guide to Estate Planning

If we have one mantra we repeat with our clients regarding estate planning, it’s this: If you don’t make a …

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aging parents couple sitting outside near a tree on a sunny day

How Do You Know When It’s Time to Consider Getting Help for Your Aging Parents?

I remember when I noticed that something was changing with my dad. He didn’t seem to remember things he knew …

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Estate Planning 101: Making Sense of Digital Assets

Estate planning isn’t anyone’s idea of a good time – but it’s one of the most important steps you can …

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protect your assets in retirement

Retirement Tools Part 3: Protect Your Assets

You’ve saved your money and grown your money – now there is just one final crucial step to the retirement …

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financial steps to take when your spouse has cancer

What Updates Should You Make to Your Estate Plan After Your Spouse Dies?

You should review and/or update your estate plan whenever any significant changes happen in your life. As you reassess your …

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What is an Ethical Will? 

Your estate is much more than just your physical belongings and financial assets – it’s all the pieces of your …

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ethical willfinancial legacylove lettershare memoriesshare wisdom
bag lady syndrome clarity wealth

5 Ways to Combat Bag Lady Syndrome

According to a survey by the American Psychological Association, women worry more about their financial security than men. Almost a …

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bag lady syndromeEstate Planningfinancial anxietyfinancial securityrisk tolerance

Worried About Outliving Your Money? The Pros and Cons of a QLAC

Do you ever worry about outliving your money? Today’s longer lifespans have some investors wondering whether they will outlive their …

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life expectancy calculatorlife time incomeQLACQualified Longevity Annuity Contractretirement incomeRMD

Recognizing and Preventing Financial Elderly Abuse

The American Bar Association reports that one in 10 Americans over the age of 60 will experience some form of elder …

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adult protective serviceselderly financial abuserespite for caregiversscam alert network
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