Talking about the estate planning process is always a difficult discussion. However, it is also a very important discussion to have. Without going through the estate planning process, you may make the process more difficult for your beneficiaries. And you will fail to...
Have you created a trust for your loved ones to ensure they’re taken care of once you’re gone? If so, are you confident that you’ve done everything possible to provide for them? You’d be surprised how easy it is to make some very common estate planning mistakes. 4...
Everybody comes up with something slightly different when they think about retirement. We all have unique plans for how we’d like to spend our Golden Years. One thing most people don’t think about is their finances. After all, that’s what they did all that planning...
It probably took you decades to get your business to where it is today. So it makes sense that, although you’re retiring, you want to leave it in the best possible hands. You may even maintain a stake in its operation, which makes it even more important that the...
Death and taxes, the only two certainties in life! Unfortunately, taxes don’t stop just because you stopped working. Taking the time to review your sources of income in retirement and how those sources are taxed can make a big difference in when and how you decide to...
Ah, the dreaded Family Meeting. Those times when Mom and Dad have “something to say” and you know it’s going to end with more chores, more work, and probably someone in tears. Just like you, family meetings have grown up, and a regularly scheduled family meeting is a...
