Estate Planning Awareness Month
October is Estate Planning Awareness Month, which serves as an important reminder for all of us to take time to review our estate plans or create one if we haven’t already. Estate planning is not just for the wealthy or elderly – it’s important for everyone to have a plan in place to protect your […]
Protecting what’s yours (after you pass) Part 1: the importance of estate planning
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So why do so many families put off their essential estate planning until push comes to shove? Estate Planning Is an […]
Understanding your heirs and knowing your beneficiaries
Estate planning has often had an air of mystery to some people. The terms used and bantered about by lawyers or planning professionals are not words we use in everyday conversations. Do you have heirs? Answer: No you don’t – it is a trick question. If you are reading this article, it’s presumed you are […]
Part 4: What Opportunities Have I Missed?
The last part of our “Why to Use a Financial Advisor” series involves missed opportunities. Knowing there are unknowns out there in financial planning is the first step in identifying areas that can be improved. A few examples of common missed items that we optimize for clients are: 529 Savings Plan in NYS – New […]