Estate planning

YOUR ESTATE PLAN NEEDS ONGOING MAINTENANCE

YOUR ESTATE PLAN NEEDS ONGOING MAINTENANCE

Your estate plan can't be a document which is created and then shelved. Over time, your estate plan will no longer reflect your actual estate. Ongoing maintenance is required to help your family avoid confusion, fighting, and even lawsuits.

3 Surprising Things That Will Make You Keep Beneficiaries Up to Date

3 Surprising Things That Will Make You Keep Beneficiaries Up to Date

If you haven’t reviewed beneficiary designations on all of your accounts, your heirs can be severely impacted. Improperly set designations will override your will, could increase tax liabilities, and can cause financial difficulties for your family.

Creating Open Communication with Key People in Your Estate Plan

Creating Open Communication with Key People in Your Estate Plan

Maintain an ongoing dialogue with the four key individuals who will be in charge of fulfilling your final wishes; the executor of your estate, the guardian of your children, your medical power of attorney, and your financial power of attorney. 

How to Identify Financial Professionals for Individual Tasks

How to Identify Financial Professionals for Individual Tasks

The purpose of personal finance is more personal than finance, but there is value to having an objective financial advisor in your corner. Seeking out professional advisors for individual goals or pieces of your financial plan can save you or earn you thousands of dollars more than you pay for the advice. Identify key advisors and find the answers to these 5 questions.