In this infographic post, we discuss the many reasons a DIY Estate Plan doesn’t work for you. From changes in your life to protecting your retirement, it’s important to understand why these online providers do not provide an adequate substitute for a thorough estate plan. Learn more in our infographic.
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In our last post, we busted two of the three most common estate planning myths about only the rich needing estate planning and that you don’t need to plan because your spouse will get everything. If you didn’t catch that post, give it a read to learn why those statements are totally false! Today, let’s bust the third and fourth most common myths.Read More
Estate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many people right in their tracks. Others talk themselves out of seeing a qualified attorney to put together an estate plan based on three common myths. Today we are going to cover the first two and stayed tuned for our next post that will reveal the third!Read More
Estate planning requires some tough conversations and occasionally involves thinking about worst-case scenarios for you or your loved ones. That’s why a lot of people treat it like the dentist, something that they know they ought to do but want to keep it out of sight and out of mind.
Planning your estate and the more difficult aspects that come with it can be made even harder by dealing with a chronic illness, whether it’s your own or your spouse’s. If you or your partner have to deal with the sort of chronic affliction that becomes more common with advancing age—such as Parkinson’s, glaucoma or diabetes—or one that’s been a part of your life for some time, your estate plan will need a little extra care and detail.Read More
You earn your retirement—getting to that goal where you can leave the daily grind and focus on enjoying your senior years takes hard work and planning. But retirement isn’t always devoid of employment.
Maybe it’s a matter of getting more money to enjoy traveling while in retirement. Perhaps your long-time employer didn’t offer the greatest retirement contributions, necessitating a little supplementary income. Or you could just be bored and miss doing something outside of the house with your energy or talents!Read More