Estate Planning

  • In most cases, there’s a motivator beyond ourselves that keeps us on track to achieve financial success: our family. We want to make sure our spouse or partner, parents, kids, and grandkids are well taken care of. More than that, we want them to experience the financial freedom to chase their goals, and to achieve big, exciting things with their lives.

    You might even have an estate plan in place that provides generously for your kids, grandkids, or great grandkids. But you know what they say about best laid plans of mice and men.

  • Estate planning is a fairly daunting task, which is why so many people don’t tackle it at all. In fact, estate planning is one of the number one financial tasks that people put on the back burner. This is true for several reasons:

    1. It’s uncomfortable to think about our own mortality.
    2. Nobody wants to imagine a scenario where they’re physically unable to make decisions for themselves after a tragedy or accident.
    3. It can be upsetting to try and figure out how to care for your spouse, partner, kids, pets, and assets if you haven’t considered it before.

    Luckily, estate planning doesn’t have to be as complicated as you might think! Estate planning is not just for the old and wealthy.  Privacy laws make it very difficult for family members to take care of loved ones if the worst should happen. You can get a relatively solid estate plan in place in a few hours or less by following these steps.

  • If you’re a single woman without children, you may be wondering whether estate planning is something you need to be concerned about. The truth is, estate planning is something that everyone should consider, at least to some extent. When putting together your estate plan, there are two key things you need to consider:

    1. Who is going to take care of your assets when you are no longer able to do so?
    2. Who will make health related decisions if you’re unable to make them for yourself?
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