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estate planning


Financial Planning for One
Financial Planning for One
 When it comes to financial planning, we often talk about it in terms of the couples we work with and how we see their retirement plans change. They deal with aligning...
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Equal Shares for Heirs? Not Until You Take Taxes Into Account.
Equal Shares for Heirs? Not Until You Take Taxes Into Account.
If you’re like a lot of the people I help, you probably have an estate plan that distributes assets equally between family members. On its face, it seems like the right,...
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Give the Gift of Estate Planning to Loved Ones This Holiday Season
Give the Gift of Estate Planning to Loved Ones This Holiday Season
We know what you may be thinking. Estate planning can be morbid and no one wants to think about the end of life during the holiday season, but that’s all the more reason...
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Prepare for Winter with a Home Energy Audit
Prepare for Winter with a Home Energy Audit
The days are getting shorter and many of us are eyeing our thermostat, ready to turn on the heat as soon as the temperature dips too low. Just as quickly as summer turned...
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Qualities Your Estate Plan Executor Should Have
Qualities Your Estate Plan Executor Should Have
Medical emergencies and the end of life aren’t things people like to think about, and their definitely not things many of us like to talk about with loved ones, but we’re...
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Navigating Your Estate Plan
Navigating Your Estate Plan
The idea of estate planning can be daunting. Even the term itself is intimidating. If the prospect of consolidating your assets into a series of complicated legal...
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Are you Forcing Unintended Financial Outcomes on Your Children?
Are you Forcing Unintended Financial Outcomes on Your Children?
When building an estate plan, the primary focus is typically how to transfer assets to heirs.  Often it’s split equally, and sometimes it’s not.  Regardless, most...
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Efficient Charitable Strategies
Efficient Charitable Strategies
We talk about estate planning and how to create inheritances, but we don't always talk about how to include charities in our plans. Bruce and Peg get into efficient...
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How (and why) to Include Charities in Your Will
How (and why) to Include Charities in Your Will
If you’re like many Americans, estate planning may be on the backburner. Perhaps you created a will after the kids were born, but now they’re grown, and your assets have...
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Estate Planning 101 with Kate Maier
Estate Planning 101 with Kate Maier
Estate planner Kate Maier joins the show to talk about the things people don’t know and should about estate planning.
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