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PLANNED GIVING


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Identity theft is something everyone wants to avoid. The problem is, there is no way to prevent it with 100% certainty. Our confidential information rests within computer databases that are all subject to crafty computer hackers.
Like many people, I had been putting off creating my will. I was 33 years old, I had young children and had no will. I was 10 years into a career as a financial advisor, yet I had not taken the time to act on my own advice to have a will done.
October 13, 2018 I remember sitting down with our attorney when my wife and I put together our first will. We had small children and the attorney asked, "Who do you want to name as Guardians for your Children?"
September 29, 2018 ~ You know you need a will, right? Most people, whether they have a will or not, know the importance of having a will.
September 14, 2018 ~ We've all heard about trusts, yet they remain the black box of the financial planning world. Ask any financial planner, "Do I need a trust?" and you will never, ever, ever get a short answer....ever.
September 1, 2018 ~ Early in my financial services career, I received some training on the best methods for selling life insurance. With bold enthusiasm the instructor declared at the start of the training: "No one wakes up in the morning and says to themselves, 'Today I need to buy life insurance!'"
August 4, 2018 ~ Right now consider this question: Where is your will?
July 21, 2018 ~ This is the main document for your estate. In your will you describe how you would like your estate to pass to the people you name as your heirs.
July 7, 2018 ~ Please find below 5 of the most common mistakes I have witnessed in guiding individuals and families through planning their estate.