Estate Planning
[Video] Financial Plan Commitment: Stick with your plan. Financial Plan commitment or sticking with your plan can certainly be one of the hardest parts about investing your money because of the need to control your emotions.
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One of the most common questions we get from high earning business owners and corporate executives is: how can I be saving more money for retirement? Here are several options to consider, along with a video and free PDF guide.
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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!
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[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…
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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 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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