When an employee leaves your company, whether on good or bad terms, it can cause a lot of stress. Filling their role and responsibilities, understanding why they left and not taking it personally, making sure operations aren’t disrupted, are all a part of the stress of losing an employee. While these are all important, [...]
Watching our parents get older is hard. They are the ones you look to as you grow up and it’s incredibly difficult to watch as the roles reverse and they become more dependent on you. If you are entering this stage of life where you are finding yourself becoming a caretaker of aging parents, [...]
It's a common misconception that estate planning is only for the wealthy or for married couples. In reality, everyone should have some sort of estate plan. This is even more true if you are single because you don’t have an obvious person to handle your affairs should something happen to you. So if you’re [...]
Estate planning for special needs children doesn’t need to be complicated, but it is daunting to think about. Parents of children with special needs know all too well how much care and planning goes into making sure their children are taken care of and receive the education and services they need. Planning for their [...]
Whether you are already retired or you’re thinking about retiring soon, have your estate plan ready to help you protect your financial and retirement goals. There’s a lot of big changes that come with retiring and being prepared with your estate plan will help you move smoothly and freely into this next phase of [...]
It’s not easy to think about or talk about what happens after you die or planning for something that seems so far off. Your estate plan can and should comfort your family so they know what to do when the worst happens. This only comes easier if you discuss your estate plan with your [...]
“Per capita” and “per stirpes” are phrases you’ve probably never heard of or at least don’t use very often. These phrases can determine how your wealth is passed on to each generation of your family. So not knowing the difference can potentially lead to disinheriting your loved ones. Three Ways To Pass On Your [...]
‘Tis the season for gift giving! This time of year can be stressful with the hustle and bustle of the holidays. But maybe this year you aren’t looking for the hottest deals or the most popular toys to give. We can help you prepare if you’re considering gifting part of your estate. Here’s a [...]
Every family has different circumstances and dynamics. Irresponsible beneficiaries can be hard to plan for. Maybe you’re planning to leave everything to your children but they are still young. Maybe your ideal beneficiaries have other challenges they are facing like health problems, addiction, or aren’t financially responsible enough. Considering your beneficiaries’ circumstances and futures is [...]
While you’re passing the mashed potatoes, why not talk about your estate plan? Thanksgiving is the perfect time to talk to your family about your estate plan. If you’re reading this you most likely have an estate plan, but have you told your loved ones what’s involved in your plan? Do they know what [...]
