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Estate Planning

Estate Planning During COVID-19

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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…

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[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…

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[Video] Financial Independence Day

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[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…

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