Estate planning tales from the crypt

Estate Planning Tales from the Crypt, Ep #176

After endless procrastination, you and your spouse finally decide to hire an attorney to help with estate planning. You discover Frankenstein and Elvira, PLLC through a popular search engine. The reviews are mostly positive, especially as it relates to their…

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 is often a misconception that you don’t need estate planning…

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 a guardian for our children to assure our assets could…

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 of time and your income and benefits may have increased….

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. You set up plans and documents years ago…

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 one of you will live until age 90, it’s vital…

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 your own estate planning conversations. Our conversations started with the…

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 honeymoon, but it is something that needs to be considered….

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Blog Categories

Authors