by SDP Team | Apr 14, 2017 | Estate Planning
Too many people make these common errors. Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major...
by SDP Team | Mar 22, 2017 | Estate Planning
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...
by SDP Team | Mar 13, 2017 | Estate Planning
Don’t drop the ball when planning your estate People work hard throughout their lives to provide for their families, but many make serious errors in planning — or simply fail to plan — when it comes to passing their wealth to heirs after they die. To that point,...
by SDP Team | Mar 4, 2017 | Estate Planning
What to check (and double-check) before you leave this world. Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning...
by SDP Team | Jan 4, 2017 | IRA
Individual Retirement Accounts (IRAs) are great tax-deferred savings vehicles, but tax deferral isn’t the only benefit IRAs offer. One potential benefit is creditor protection in the event of a bankruptcy. But when you pass away, are your beneficiaries protected?...
