by SDP Team | Apr 18, 2023 | Money in A Blended Family
Creating an estate management checklist can help ensure that your loved ones are taken care of in the event of your passing. Here is a sample checklist to get you started: Create a Will: A will is a legal document that outlines how you want your assets to be...
by SDP Team | Apr 18, 2023 | Money in A Blended Family
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status. Understanding the strategies for...
by SDP Team | Apr 18, 2023 | Money in A Blended Family
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as...
by SDP Team | Jan 18, 2023 | Money in A Blended Family
“I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.” Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of...
by SDP Team | Jan 16, 2023 | Money in A Blended Family
John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1 One approach is to segment your...
by SDP Team | Aug 16, 2022 | Journey Stories, Rick Disharoon
Fond Farewell To A Valued Colleague and Friend, enjoy retirement. I want to take a brief hiatus from my blended family newsletter theme and focus on a tribute to my longtime business partner, Conrad Slate. Our dear friend, mentor and firm co-founder, Conrad Slate,...
