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Category Archives: Finances

Five Steps to Organized Financial Affairs for Estate Planning

Do you feel organized when it comes to your financial affairs and long-term goals? Most people don’t because they haven’t had the opportunity or understanding of how important these financial and estate planning considerations can be. Thankfully, a few important … Continue reading

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Financial/Estate Planning Should Always Be Unique for Every Single Family Member

When it comes to looking towards a family’s future, every couple has to realize that their situation is often changing and also extremely unique. What works for some other family that you heard about in a recent conversation with a … Continue reading

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Mistakes Can Happen When You Focus Only on Money and Financial Planning

Money and financial planning obviously go hand in hand and estate planning must be added into the mix as well. However, being too focused on money can lead to your goals being missed. Social capital is equally important, which refers … Continue reading

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You’re Close to Retirement. What Financial Planning Options Do You Have?

Retirement today is one of the most complicated subjects and also one of the most important, with a growing baby boomer population. To help determine what type of financial advice is most applicable for you, it depends on where you … Continue reading

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What Young Entrepreneurs Should Know About the Estate Planning Process

Estate planning can often seem overwhelming for someone who is already involved in all of the various aspects of running a busy company. However, entrepreneurs and in particular, young entrepreneurs need to be mindful of how to engage in the … Continue reading

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What You Need to Know About Individual Retirement Accounts and Estate Planning

Individual retirement accounts, most commonly referred to as IRAs, can cause problems in estate planning if you do not manage them correctly. Most married people will put the spouse as their primary beneficiary on their IRA; however, they might not … Continue reading

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Getting A Handle on Planning After the Birth of a New Baby

Congratulations on your newest addition. There are many different things to think about in the wake of becoming a new parent but one of the most important is putting an emergency fund. The U.S. Department of Agriculture shares that the cost … Continue reading

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Three Changes in Your Life That Should Prompt You to Schedule an Appointment with Your Estate Planning Attorney

There are so many different circumstances that should warrant a meeting with your estate planning attorney. As estate laws or your individual life circumstances change, it is appropriate to update your estate planning documents to ensure that they are in … Continue reading

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Widows Face Special Issues In Financial Planning

Many older couples, those approaching or even well past retirement age, have wisely made financial plans for the rest of their lives together. What few do, because it’s just too emotionally difficult in most cases, is make further plans for … Continue reading

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Duties of Executors More Complex In Digital World

The roles of executors and their agents, which had remained largely unchanged for decades, are, like everything in this digital age, undergoing a transformation. “Being named an executor by a family member or close friend is an expression of the … Continue reading

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