Talking about the end of life or possible tragic events is not something people naturally want to do, but it is important. To have your wishes honored and to create a plan to make the transition easier for those left, these plans need to happen while you are still here! Imagine this, you get in … Read more
Today’s low interest rates are a far cry from the double-digit rates seen in the 1970s and 1980s when even a certificate of deposit (CD) could yield up to 20 percent per year.1 But there are some distinct advantages to a low-interest-rate environment, and now is a great time to look into some tax-saving estate planning … Read more
Widows have special considerations when planning their financial future The world lost one of its greatest and most accomplished basketball players on Sunday, January 26, 2020. Early in the morning, Los Angeles Lakers legend Kobe Bryant and his 13-year old daughter, along with seven others, died when the helicopter they were in crashed amidst foggy … Read more
Losing a loved one can be a difficult experience. Despite the emotional trauma involved, you may also be responsible for handling a variety of financial, legal, and administrative tasks. You may find yourself unsure of where to begin and what to do. However, do not be hasty when settling your loved one’s estate. Important decisions … Read more
Focused on Physicians: Asset Preservation Part 3: Trusts Asset Protection: About the Series Don’t be an unnecessary target! You’ve made a huge investment in your education and training, and your “deep doctor pockets” already make you a bulls-eye. Are you doing all you can to protect your interests….and ASSets? This three-parter takes a look at … Read more
This is one of the most sorrowful and rewarding ways we’ve been able to help clients over the years. It’s incredibly agonizing to see longtime clients and friends mourning the loss of a beloved spouse or parent, – but so gratifying to be able to take these stresses off their hearts and minds while they … Read more
In this video, Dan discusses why estate planning is critical for EVERYONE, not just the ultra-wealthy. There are many creative strategies and objectives to consider with regards to protecting and distributing your assets – but most importantly, estate planning can save your loved ones from the additional grief and burden this emotionally complex task can … Read more
Teaching your kids about money is pretty important – especially if there’s an estate or assets being handed down. But are you passing down your values about money too? How can you help your heirs sustain and grow what you’ve created? Your wealth has meaning! Convey to heirs and children what your legacy means to you … Read more
If you have some kind of estate plan, you’re already ahead of a lot of people. But if you haven’t reviewed it periodically, your plan could be less than adequate when it comes time to execute. This can cause headaches and heartbreak for loved ones, difficult conversations and circumstances, and could even mean what you … Read more
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