Estate Planning
Should You Refinance Your Home? [Video]
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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What To Do With Your Estate Planning Documents[Video]
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?
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 heirs…
[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…
[Video] Beneficiaries: Who, When, & Why?
STEPHEN SMALENBERGER, EA In Prior videos we talked about 401(k)’s, IRAs, and even life insurance. Something that we haven’t touched on yet is what happens when you pass away. So what I want to go through here is the big picture to make sure everything is still as you desire. Because sometimes life happens. It…
Estate Planning Documents: What are they?
Michelle Smalenberger, CFP® Do not hesitate to have your estate plan created! Your family is depending on it. Even a single individual or married couple with no children or assets should have an estate plan so they choose who will make their healthcare and financial decisions. Will: A legal document that allows your assets to…
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