by SDP Team | Oct 26, 2016 | Financial Planning
There are very few things that people delay more than taking steps to improve their finances. It’s cliché, but I frequently compare getting financially fit to getting physically fit. We all know we should eat healthy and exercise regularly, yet most people don’t...
by SDP Team | Oct 12, 2016 | Children
Be transparent about your wealth. Determining how much to share about your finances with your kids and when to do so can be a tough call. Many high-wealth parents put off having conversations about money. A 2013 Wall Street Journal article by Missy Sullivan references...
by SDP Team | Aug 19, 2016 | Divorce
IMPORTANT NOTE: Will Parrish and his team at Slate, Disharoon, Parrish & Associates, LLC are NOT attorneys and do not provide legal advice. Facing a divorce is generally a very emotional and traumatic life change. There is a lot you need to do depending on where...
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...
