Estate Planning
Estate Planning During COVID-19
ESTATE PLANNING DURING COVID-19 Financial Design Studio Presentation – HEATHER WALSER, PARTNER AT LAVELLE LAW NO ESTATE PLAN IN PLACE If you become incapacitated or die with no estate plan documents in place, COURT intervention is required. Guardianship court appoints someone to make your medical and financial decisions. Probate court distributes your assets to your…
Read More[Video] The Peter Principle Explains Our Incompetence
[Video] The Peter Principle Explains Our Incompetence MICHELLE SMALENBERGER, CFP ® Do you ever look back and think about the things that helped you get to where you are today? As you move up the ladder within your corporation, or you move from one opportunity to another –even between businesses. How does the Peter Principle can…
Read More[Video] States With No Income Tax
[Video] States With No Income Tax STEPHEN SMALENBERGER, EA ® One question that Michelle and I get a lot, especially as clients are getting closer to retirement, is, “Where should I look to relocate? I don’t want to live in a cold area. I don’t want to deal with snow. I want to move somewhere…
Read More[Video] Financial Independence Day
[Video] Financial Independence Day STEPHEN SMALENBERGER, EA ® Independence Day means different things to different people. To some it means the Declaration of Independence for our country. To others it’s a favorite movie or even the day they finally retire. I love to read books, blogs, or articles. I recently came across the concept of…
Read More[Video] What To Do When You Receive An Inheritance
[Video] What To Do When You Receive An Inheritance MICHELLE SMALENBERGER, CFP ® Have you received an inheritance and need to understand the steps to take or what to do? One of my favorite stories of a client who inherited funds from a loved one was all about the history of the person who left…
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