Think Your Salary Can Bring You Safely to Retirement? Think Again!
In the sea of financial planning wisdom, there are too few messages about the importance of mindset. Gone are the days when simply saving money was enough to get you to retirement. With pensions practically a thing of the past, it takes more than just a big piggy bank to afford retirement. Saving strategies aside,…
Why You Should Never Buy Your Will From Living Social or Groupon
Of the handful of major life events that require your serious consideration, few are as emotionally charged as how to leave your assets for loved ones at the time of your death. This process is accomplished via testamentary documents such as wills and trusts, which have recently become available for purchase online as standard forms….
4 Must-Have Estate Planning Documents for Every Young Adult
You are young and you are ready to change the world! But as you charge into the world, there’s something you maybe were never taught… The importance of taking steps to secure your current and future assets and estate through an appropriate estate plan. Last Will and Testament A fully fleshed out estate plan consists…
What You Need to Know About a Healthcare Power of Attorney (HPOA)
One of the things that often confuse people setting up estate plans is the difference between the various powers of attorney. Often, people looking into estate planning ask questions like: Can we just wrap this all up into one? Why do I need all these when all I want to do is make sure my…
How To Choose An Estate Planning Attorney
In addition to this blog, there are hundreds of programs out there to help you in planning various parts of your estate. However, estate planning is much more than filling in your name in a computer program and having a document printed on your computer. A rock solid estate plan requires having someone who knows…
Checklist: Six Must Have Items in Any Estate Plan
Setting up a fully comprehensive estate plan means covering all the bases so that when you need the plan to work for you, it works the way you envisioned it would. However, that also means planning for contingencies and getting things in order today, so that tomorrow your family or caretakers aren’t scrambling to figure…
6 Reasons to Establish a Trust as Part of Your Estate Plan
Estate planning should be considered one of the most essential parts of your financial plan. Setting up an estate plan simplifies the transition of your assets to the people you wish them to go to, and in the way you want them to be disbursed. There are several aspects of an estate plan, though, and…
Consider Your Estate Plan Before You Travel
We are fast approaching Summertime when travel is busy and careful planning is necessary to nab the best airfare or book that beach cottage before it slips away. One thing that is probably not on your travel to-do list is estate planning, but it should be so you can travel with peace of mind. Here…
What You Need to Know About a Durable Power of Attorney in 2018
There are several different types of Powers of Attorney (POA). Regardless of the kind of Power of Attorney we are talking about, you are essentially enabling someone else to act on your behalf. Often, you will sign a POA for legal representation, or for other situations in which you might want someone to be able…
What A New College Student Can Teach Us About Family Protection Planning
Your baby is now 18 years old and is on her way to college as a freshman this coming fall! That happened fast…In fact, it may have happened so fast that you didn’t realize that while they may be your baby still, they are full grown adults in the eyes of the law. In…