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Estate Planning Needs to Be on Your Retirement To-Do List

Estate Planning Needs to Be on Your Retirement To-Do List

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...
The Difference Between Having An Estate Plan And A Wealth Transfer Plan

The Difference Between Having An Estate Plan And A Wealth Transfer Plan

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...

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