Behind the Designs
Ep 71: What Pancreatitis Taught Us About Caring in Crisis
In this episode, Anna Lewis shares how she has seen community and finances play a role in caring for her family during a medical crisis.
Ep 70. What You Should Expect if You Are Named as Trustee
In this episode we explain the legal process of inheritances, managing beneficiary relationships, and accomplishing this in a tax efficient way.
Ep 69. What You Forget to Plan for, Until After Your Spouse Passes
In this episode, we helped our fictional client Renee, take control of her retirement plan after her spouse passed.
Ep 68. What to Learn from Retirees Who Donated All Their Money
This fictional plan covers how we helped two retirees plan to donate all their money, fund healthcare in elder years, and build estate plans.
Case Study 2: Relocating to Care for Aging Parents
In this fictional case study, we help a couple nearing retirement decide how to fund the purchase of a new home, relocating to care for aging parents, without taking on debt and pushing back their retirement date.
Case Study 3: Repairing DIY Retirement Plans
In this fictional case study, we repair a one time, DIY retirement plan so that these clients have peace of mind, while enjoying retirement.
