Estate Planning
No Income Tax in These States [Video]
You might be wondering if it makes sense for you to move states. One thing you can consider is whether that state has no income tax!
Financial Plan Commitment: Stick with your plan [Video]
[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.
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!
![fee only financial advisor deer park barrington chicago [Video] What To Do With Your Estate Planning Documents](https://financialdesignstudio.com/wp-content/uploads/2020/05/fee-only-financial-advisor-deer-park-barrington-chicago-Video-What-To-Do-With-Your-Estate-Planning-Documents-589x328.png)
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…
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