by SDP Team | Jul 31, 2018 | Estate Planning
While it may be a task that’s low on your to-do list, estate planning can provide guidance for your loved ones in the future. It will also give you a sense of relief as you think about passing on your household and assets. “Most people would benefit from...
by SDP Team | Jan 8, 2018 | Estate Planning
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...
by SDP Team | Jan 8, 2018 | Estate Planning
With or without the estate tax, it addresses several key priorities. Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the need for life insurance in estate planning. Why? The reasons are numerous. You can use...
by SDP Team | Dec 11, 2017 | Estate Planning
They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal...
by SDP Team | Jul 4, 2017 | Children
Certified financial planner Mike Keeler has a client, a retired teacher, who saved diligently for her golden years and will leave behind a sizable estate when she passes away. Her estate-planning challenge, though, is that she has no children. It’s a situation...
