Last week I told you that DIY estate plans are not such a great idea. Since they don’t take your family dynamics into consideration, they may or may not address all of your needs. This week, we’re going to talk about family dynamics… and how sometimes, it is the very cause of you Continue reading
Blogs
To DIY or Not To DIY…
Throughout the month of April, we are going to discuss common & foolish estate planning mistakes. Now, I know April Fools only comes once a year. But for our purposes, it is April Fool’s month! This week, we’re going to talk about DIY estate plans and why they’re not such a great Continue reading
Age Ain’t nothing But A Number!
March Madness is still in full-swing!!! But, as much as I love watching the talented Zion Williamson take over the court, I’m still not a Duke Basketball fan…Go Carolina!! Last week, I shared with you that even in the best circumstances, with your most trusted people, items, or brands, Continue reading
Plan For The Unexpected…Avoid The Madness Part II
March Madness is still in Full-swing. Who are you rooting for? I’m with Carolina. Well, I’m actually with any team that isn’t Duke. Last week, I told you that you should absolutely NOT treat your Estate Plan like your bracket. Unlike your bracket, your Estate Plan can and most certainly Continue reading
Plan For The Unexpected…Avoid The Madness
Whether you follow college basketball or not, odds are, you’ve probably heard of March Madness. If you ask anyone who knows me, they would likely tell you that I am totally not a basketball girl. I am a football girl! Please don’t hold this against me, but I am a diehard New England Continue reading
Your Default Estate Plan
Last week, I promised that I would share what happens when someone dies without creating an estate plan and actually leave assets behind. I won’t get into the nitty gritty. You likely know that those assets will be passed down to family members, at least that’s the ideal outcome… Continue reading
The Best Years Years Of Your Life! Part III
It’s still ‘I Kicked My Full-Time Gig To The Curb and Am Now Retired Month!’ (Yes, we already told you we made that up.) As promised, we have more retirement tips for those retiring and applying for their Social Security Retirement Benefits in 2019. Last week, we shared tips geared Continue reading
The Best Years Of Your Life Part II
It’s still ‘I Kicked My Full-Time Gig To The Curb and Am Now Retired Month!’ (Yes, we already told you we made that up.) As promised, we have more retirement tips for those retiring and applying for their Social Security Retirement Benefits in 2019. Last week, we shared tips geared Continue reading
The Best Years Of Your Life
For most, the month of January is New Year’s resolutions month. But for some, it’s ‘I Kicked My Full-Time Gig To The Curb and Am Now Retired Month.’ So of course, throughout the month of January, I’ll provide a number of retirement tips for those retiring and applying for their Social Continue reading