by SDP Team | Nov 21, 2016 | Estate Planning
Life is short. And while no one wants to focus on the end, forcing yourself to do so can ultimately makes things a bit easier for your loved ones—not just emotionally, but financially too. One way to deal with the latter concern is to put your home in a living trust....
by SDP Team | Oct 19, 2016 | Estate Planning
Death is not something people want to talk about. And that is probably one of the reasons so many people do not have an estate plan, or even a will. As unpleasant is it may be to think about being mortal, planners say it is imperative to protect your family and your...
by SDP Team | Oct 17, 2016 | 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 | Aug 10, 2016 | Estate Planning
Michael Chamberlain, CFP, AIF, Contributor Unfortunately, only about 45% of adult Americans have estate-planning documents. Generally as one accumulates more assets as well as gets older, the probability of having estate-planning documents increases. When you die...
by SDP Team | Jun 23, 2016 | Estate Planning
Many people don’t understand that when it comes to transferring property after death a will does not cover all assets. When designing someone’s estate plan, it’s critical to look at the different types of property so the decedent’s intentions will be carried out...
