On our 100th episode, we discuss planning situations and strategies that go into preparing to live to age 100. Longevity is the biggest risk in retirement and
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Cash is a common gift given for many celebrations, such as birthdays, graduations and weddings. There are different reasons to gift cash. For one, there aren’t
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Most people are familiar with trusts through conversations or experiences with their parents or friends. But just because the circumstances may have made sense
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Why you do estate planning and what you need to do, really aren't the hard parts. It's how you truly plan to answer a lot of the other questions. And that's
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With Giving Tuesday right around the corner, we thought it would be a good time to talk about donor advised funds and how they could fit into a charitably
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When it comes to estate planning, there’s very often a common theme among all our clients, regardless of who they will be leaving behind; they don’t want to be
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Losing a spouse can be a very difficult and emotional time. There's so much to do and to work through emotionally, financially, and physically. In this
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Those that have accumulated wealth may want to limit their taxes and keep what they have, if not for themselves, but for their heirs. The stock and bond market
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The estate settlement process can be long and overwhelming for those going through it. But when you have a checklist prepared with the details and what to
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Whether you’re about to get married or you’re coming from previous relationship and entering a new one, there’s a lot of financial questions that ensue. Is it
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In this podcast episode we explore the concept of the Final Financial Plan. The Final Financial Plan is essentially a roadmap for those that are left to help
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Did you know that only about 30% of people have a will? While some may think it’s not necessary to obtain estate documents or to update the ones they have, it’s
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