Estate Planning Tales from the Crypt, Ep #176
After endless procrastination, you and your spouse finally decide to hire an attorney to help prepare an “estate plan.” You discover Frankenstein and Elvira, PLLC through a popular search engine.…
Search Results for “estate planning”
Estate Planning Checklist
Prepare today for peace of mind tomorrow. ESTATE PLANNING HAS NEVER BEEN EASIER. Naturally, estate planning is something that many people would prefer to put off, as it can be…
Estate Planning in Your 20’s
Estate planning in your 20’s probably isn’t something you’ve considered too much especially if you are single or a married with no children. However, this may be a mistake and…
Estate Planning in Your 30’s
Below is an excerpt from Chad Smith, CFP® who wrote about his own estate planning experience as someone in their 30’s: Our conversations started with the simple goal of establishing…
Estate Planning in Your 40’s
At this point in your life, your now juggling more responsibilities all while trying to balance things outside of work. You’ve likely been with your employer for a decent length…
Estate Planning in Your 50’s
Below is an excerpt from Haley Modlin’s blog post on estate plans: If you’re like most people you have a “set it and forget it” mindset when it comes to…
Estate Planning in Your 60’s
Tips The above chart from JP Morgan’s 2016 Guide to Retirement, provides a glimpse of the life expectancy of someone who is currently age 65. Given the 47% chance that…
A Financial Planner’s Estate Planning Journey
Planning for your demise ranks up there with enjoying a root canal. Even for financial planners, making decisions surrounding our own passing is challenging. Maybe you’ve experienced a similar situation in…
Estate Planning: Til’ Death Do Us Part
Planning for the end of your life just as you are about to begin your new life together probably doesn’t seem quite as enticing as packing the bags for your…
How to Approach Planning a Retirement Abroad, Ep #215
Have you thought about retiring abroad? For many of us, our visions of retirement include extended stays exploring new locations in other countries. Could this or some other idyllic vision…
