Estate Planning

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The Last Decade: Plan Now

Have you noticed that life sometimes comes in “bunches” -- similar events clustering together over a condensed period of time?  Joyful bunches include graduations, weddings, and babies.  I can recall a time when it seemed like all of our married friends were expecting.  Melancholy bunches include news of illness and deaths, and it is a recent [...]

By | September 26th, 2018|Estate Planning, Retirement Planning|

Charitable considerations for your Estate Plan strategy.

Charitable giving is an important piece of many individuals’ estate plans. Beyond the tax advantages offered by charitable donations, many people have personal reasons for choosing to include charities in their estate plans. A number of vehicles are available to facilitate charitable giving, apart from a straight gift of cash or property to an institution. To [...]

By | October 11th, 2017|Charitable Giving, Estate Planning, Tax|

Navigating The Financial Issues of Unemployment

Unemployment is an event that most of us encounter – whether voluntarily or not – at one point during our working years.  Sometimes, it’s neither planned nor expected, and comes as both an emotional and financial shock.  Ideally, you have three to six months of living expenses tucked away for the unexpected as an emergency reserve. [...]

By | April 10th, 2017|Estate Planning, Financial Fitness|

Estate Planning – It’s For Everyone

If you’re like many people, you’ve thought about making an estate plan, but you just never get around to doing it. Perhaps you’re too busy, or maybe you’d rather avoid considering what will happen in the event of your incapacity or death. Although these concerns are understandable, estate planning is a vital component of your financial [...]

By | February 7th, 2017|Estate Planning|