09.27.2016
Think Beyond the Will for Optimal Estate Planning
When it comes to the process of financial or estate planning, the focus will usually be on preparing you for the future. There are certainly …
Think Beyond the Will for Optimal Estate Planning
When it comes to the process of financial or estate planning, the focus will usually be on preparing you for the future. There are certainly several different aspects of this, including deciding the best time to select Social Security, putting together a will and thinking about how taxes will influence your future.
There is one exception, however, and that is estate planning. Estate planning focuses solely on you and helps to give you greater peace of mind and security about your future.
Although the elements of financial planning will primarily benefit you, the purpose of estate planning is to benefit charities and other loved ones long into the future. This can make a critical different when thinking about the differences between estate and financial planning. In order to address uncertainty, you need to think beyond the will.
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Blog
09.26.2016
Add Estate Planning Review to Retirement Checklist
Approaching retirement involves a careful calculation of several different numbers- what you’ll be bringing in from any pensions, when you’ll leave your position for good, …
09.22.2016
What Business Owners Should Consider for Estate Planning
After putting in all the hard work to get your business off the ground, it can seem like a good time to take a break …
09.22.2016
Improve Your Estate Planning Goals with Charitable Bequests
Everyone has three primary types of capital in their estate – legacy capital which will be passed on to heirs, social capital which goes to …
09.20.2016
When an Inheritance Passes Outside the Family, What Concerns Are Raised?
Any time that someone who is not related by blood is named as a beneficiary of an asset, lawsuits are a potential concern. When you …
09.19.2016
Gene Wilder Leaves Behind Memories of Philanthropic Goals
Gene Wilder recently passed away from Alzheimer’s disease. His legacy as an actor was almost certainly tied to his iconic role as Willy Wonka in …
09.15.2016
Think Carefully About Selecting Beneficiaries When Estate Planning
Think carefully about the best interests of your beneficiaries when putting together comprehensive plans. You need to think carefully about their own ability to manage …
09.14.2016
When Is the Best Time to Start Estate Planning?
Most people think of estate planning as being attached to their own mortality so they put the process off for as long as possible. How …
09.13.2016
Not Married but in a Long Term Relationship? You Need Estate Planning, Too
It is becoming more common for couples to cohabitate and live together as if they are married but it is important to understand that you …
09.12.2016
Late Versus Advanced Planning for Asset Protection
It should go without saying that advanced planning for asset protection can have significantly more benefits than trying to address a problem after it has …
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