Experts suggest that one Google oneself from time-to-time in order to ensure the information that’s ‘out there’ is accurate. And because most people who might contact us for planning services …
OFF THE RECORD
In the 173 Weekly Newsletters I’ve written and shared with you, there have been only a few occasions where I’ve asked for anything from you. I prefer to give rather than receive, …
Estate Planning Doesn’t Have To Be Difficult
An effective estate plan allows you to make sure your assets are handled the way you want during your life and after your death. And contrary to popular belief, estate …
Learn Math? But I Have a Calculator!
We’ve all heard the argument against memorizing facts and information for a test in the modern age. “I’ll be okay as long as I know where to find the information.” …
Gifting With Irrevocable Trusts?
When we talk with our clients about how to protect their financial legacy, we will often recommend that property be gifted into an irrevocable trust. Invariably, the client will ask …
Tick, Tock: How Time Touches So Many Aspects Of Retirement Planning
If there’s one asset class that’s become much more valuable than all of the others, it’s time. It’s finite, making it scarce. It’s fluid, making it difficult to firmly grasp. …
The Antidote To A Stressful Retirement
You may or may not be aware that I write a quasi-financial column for The Suburban Press called Beyond the Money. In it, I have the opportunity to share thoughts on …
Using Beneficiary Designations to Avoid Probate
Probate: the judicial process whereby a will is ‘proved’ in a court and accepted as a valid public document that is the last testament of the deceased. Most people have …
Briefcase Study: Transition into Retirement
A number of couples that we work with recently found themselves working through a change in their life: the transition into retirement. When a long career ends, what steps might …
Is Estate Planning Only For Rich People
Last week I had the pleasure of teaching two classes at BGSU at Levis Commons called ‘Your Retirement And Taxes.’ In the classes, we sought to deepen our understanding of …
