Estate Planning Archives | Financial Design Studio

[Video] Should You Refinance Your Home?

By Financial Design Studio, Inc. | June 8, 2020

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Should you refinance your mortgage? This is a question we’ve been getting more and more frequently as interest rates have come down. But like any good financial planning answer – it really depends!

[Video] What To Do With Your Estate Planning Documents

By Financial Design Studio, Inc. | May 31, 2020

[Video] What To Do With Your Estate Planning Documents Great job! You’ve gotten your estate planning documents done and you are ready to get to the next step. But what is the next step? That’s a question we get asked quite frequently. We figured it would be worthwhile to go through three steps that…

Estate Planning During COVID-19

By Financial Design Studio, Inc. | May 14, 2020

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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…

[Video] States With No Income Tax

By Financial Design Studio, Inc. | June 17, 2019

[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…

[Video] Financial Independence Day

By Financial Design Studio, Inc. | July 4, 2018

[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…