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...
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 | 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...
