Estate planning (planning for what happens to your assets when you die) is probably the spookiest part of any financial plan. This Halloween is the perfect time to face your fears and get educated on why this is such an important part of everyone’s plan. No one likes...
Will you be prepared? Will your family be prepared? That horrible phone call comes: A loved one is in critical condition. Or has passed away. You are a mom, dad, son, daughter, wife, husband, brother, sister, or dear friend. You must jump in and help. What now? Is...
By Patrick Amey Most of us go to see professionals when we’re in trouble or during times of crisis. If you think about it, we go to the doctor when we’re sick. We see a lawyer when we have a pending legal issue, and we seek out a therapist when we’re feeling...
By Stewart Koesten Traditionally, estate planning has mainly focused on minimizing estate taxes and directing the disposition of your assets after death. Yet, in today’s modern world, managing our affairs has become even more complicated with issues such as health...
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