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Is Your Loved One in a Nursing Home?
Is your spouse, parent, sibling, or loved one in a nursing home? Are you worried about running out of money? Have you been told it’s too late to protect assets? These are common concerns we hear when meeting with clients for the first time. Our advice is this: It’s...
4 Questions to Answer When Facing a Healthcare Crisis
Most people don’t connect estate planning and a healthcare crisis. However, as people live longer and face the skyrocketing costs of aging in America, a new aspect of estate planning has emerged. We call it “Life Care Planning.” This type of planning addresses the...
The Driving Talk: How to Talk to Your Elderly Parents About Driving
Adult children face many difficult conversations with their parents, but the hardest may be how to talk to their elderly parents about driving. Before approaching this sensitive topic, it's best to understand what driving means to them -- and it goes much deeper than...
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Is Your Estate Plan Old and Clunky?
David Edwards loves what he does, and it's obvious because he can connect just about anything to estate planning! In this post, Dave and his dad explore how estate planning is like... old tennis rackets. Estate Planning is Like... Old Tennis Rackets When my...
10 Non-financial Planning Issues (Infographic)
Your “Special Stuff” List: Lesson #2 from Robin Williams
One of the best ways to minimize fighting amongst your family after you're gone is by creating a "special stuff" list before you go. Creating a "Special Stuff" List Can Minimize Fighting Amongst Your Family After You're Gone Last week, we talked about having "The...
A Lesson from Robin Williams: Having “The Conversation”
One way in which you can minimize fighting amongst your family after you're gone is by having "The Conversation" before you go... Does Your Family Have Trust Issues Like Robin Williams? After his death in 2014, it appeared that Robin Williams did everything right when...
3 Myths About Choosing a Helper for Your Plan
We've talked previously about what a "helper" is and why it's so important to not only choose one, but choose a good one. Whether it's as a trustee, executor, power of attorney or guardian, it's very important that you choose someone who is up to the task. Here are 3...
Estate Planning is Like… Birthday Cake
Much like your favorite birthday cake flavor, everyone likes different things when it comes to estate planning. Well, as of March 5, I'm another year older! And to celebrate I got to have the best birthday cake in the world -- spice cake with chocolate icing! What...
6 IRA Planning Tips
Here are 6 IRA planning tips you should consider for your family: 1. Help your grandkids with their own IRA Anyone who starts an IRA early, in their teens or 20's, will see it grow to huge amounts by retirement. But young people often don't have the funds to put into...
7 IRA Planning Traps to Consider
When it comes to your IRA, there are some planning traps you need to look out for... Here are 7 IRA planning problems to consider: 1. Incorrect beneficiaries - This is very basic, but often overlooked. Confirm that the beneficiaries are set up correctly. If you lack a...
The Lifecycle of an IRA: 4 Stages
There are 4 stages in the lifecycle of your IRA, and each one gets progressively more complicated. The last stage is "What happens when I'm gone?" Here is what you need to know about each stage leading up to the last: Before age 59 1/2, you are usually paying into the...
IRAs: The Best Time to Pay Your Taxes
"When is the second best time to pay your taxes?" Many of our clients have retirement accounts, such as an IRA, 401(k) or a 403(b). These accounts take careful planning. Why? Because the accounts typically have never been taxed, and how you plan for them will...