Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Estate Planning Strategy

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estate planning

5 Questions for Updating Your Estate Plan Part II

August 5, 2019

Last week, I shared with you Part I of my list of 5 questions for updating your estate plan. Today we’ll pick back up at number 3… 3. Here’s the third question about updating your estate plan… Where are you spending time? Each state has its own laws governing estates, trusts, property ownership, and powers […]

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5 Questions for Updating Your Estate Plan

July 30, 2019

Having an estate plan is important, but having one means only part of your job is done. A plan has to be complete and current. Not enough people have an estate plan, but of those who do… A high percentage let their plans become outdated. Sometimes having a plan that isn’t current is worse than […]

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7 “Action Steps” Missing from your Estate Planning Strategy: Part 2

October 5, 2018

No matter what your net worth is, an estate plan is always worth putting into place. It’s a legally binding document that spells out who gets your assets… It offers ways to limit the tax burden on your estate… And it helps your loved ones from having to deal with too many administrative nightmares after […]

estate planning

The 7 “Action Steps” Missing from Your Estate Planning Strategy

September 27, 2018

Most people, especially those with at least modest wealth, have engaged in some Estate Planning. Yet few people have complete plans. More likely than not, your estate plan is going to have gaps. There are plenty of anecdotes to support the statement, but there is also concrete evidence. I regularly see surveys of either estate […]

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