Estates & Trusts

Ways to Fund Special Needs Trusts

January 9, 2018 · · Articles, Cash Management, Children, Estates & Trusts, Financial Planning, Insurance · 0 Comments

A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income will not pay for, and a special needs trust may be used to address that financial challenge.   In.

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Your 2018 Financial To-Do List

December 13, 2017 · · Articles, Cash Management, Economy, Estates & Trusts, Financial Planning, Investing, Tax Planning · 0 Comments

  Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You.

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Having the Money Talk with Your Children

June 16, 2017 · · Articles, Cash Management, Children, Estates & Trusts · 0 Comments

  How much financial knowledge do they have? Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about financial principles. Others lack such knowledge and learn money lessons by paying, to reference William Blake, “the price of experience.”   Broadly speaking,.

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When Someone Dies Without a Will

April 7, 2017 · · Articles, Estates & Trusts, Financial Planning, Generosity, Tax Planning · 0 Comments

Where do things proceed from that point?   Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates.   When no valid will exists, state intestacy laws dictate how assets are distributed. These laws divide an estate evenly (or.

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Could You Improve Your Personal Finances Today?

January 2, 2017 · · Articles, Cash Management, Estates & Trusts, Financial Planning, Investing, Retirement · 0 Comments

Simple decisions & new habits might lead you toward a better financial future.   In life, there are times when simple decisions can have a profound impact. The same holds true when it comes to personal finance. Here are some simple choices you could make that may leave you better off financially – in the.

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What to Do Financially When a Spouse Dies

November 2, 2016 · · Articles, Cash Management, Estates & Trusts, Tax Planning · 0 Comments

Steps to see that financial matters remain in good order. When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This profound change can also affect our finances. All at once, we have a to-do list before us, and the responsibility of it can make us feel pressured..

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Updating Your Estate Plan

September 14, 2016 · · Articles, Estates & Trusts · 0 Comments

  When should you review it? What should you review?       An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical and financial decisions.

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Tell Your Beneficiaries About Your Accounts and Policies

May 11, 2016 · · Articles, Estates & Trusts · 0 Comments

Let them know how they will receive retirement assets and insurance benefits. Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?   If you have a proper will or estate plan in place, you will likely answer “yes” to both of.

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Eldercare – Preparing to Care for Your Aging Parents

April 26, 2016 · · Estates & Trusts, Financial Planning, Videos · 0 Comments

Is it time for you to care for your aging parents? This video may be of some help:  

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Fall Financial Reminders

October 21, 2014 · · Articles, Cash Management, Estates & Trusts, Financial Planning, Investing, Retirement, Tax Planning · 0 Comments

  The year is coming to a close. Have you thought about these financial ideas yet? As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives. Don’t forget that IRA RMD. If you own one or more traditional IRAs,you.

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