Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.
Learn more about estate planning from our financial advisors below.
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“If you’re approaching retirement and have a low risk tolerance, a capital preservation strategy may be your best option.”- Jeff Kennedy People who are approaching retirement or are already retired. . .
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“If you are at or near retirement, the thought of selling your home may have crossed your mind. Before you make that decision, though, you’d better spend some time considering. . .
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We can all agree that the stock market has been extremely volatile since the COVID-19 pandemic. But what has the market done, and what was the average return from the. . .
Questions Regarding Probate Who is in charge of the probate process? The will names a personal representative who is responsible for overseeing the probate of an estate. A personal representative. . .
According to California-based exit planner Bill Black, “85% of small businesses have done no planning, leaving their families and employees at risk.” In addition, survey after survey indicates that Baby. . .
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Fees. It just sounds like a dirty word, doesn’t it? No one likes paying fees. I certainly do not. But is it crazy to think we pay fees all of. . .
The Baby Boomers are overpowering the health care system. For over 100 years, the discussion of a national health care system in America has been both a hot and cold. . .
Make sure you understand the financial burden of long-term care. What’s one of the quickest ways your clients can blow through their retirement nest egg? Long Term Care, and with. . .
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