We have always recommended that our clients have at a minimum the following three estate documents: Will, a power of attorney and a medical directive. In this week’s post, we will discuss why a will is necessary. While we are not attorneys, this will help you understand the general terms and some … [Read more...] about Do you have your Will?
Building a Legacy
Free Retirement Guide; Getting from Here to There Some day you and your spouse are going to retire — and when you do, you’re going to need money! How much money will you need to retire comfortably and not outlive your assets? More than you think. Studies have shown that on average, … [Read more...] about Retirement Guide; Getting from Here to There
Is a Will sufficient for your estate, or should you consider a trust? Before addressing this question, let's review trusts and what they do. A trust transfers the legal title to property to a trustee, who manages the assets of that trust during your lifetime (if it is a living trust) and … [Read more...] about How Do I Determine If a Trust is Right for Me?
Sunday March 13th, 2016 is the official date for Daylight Saving Time. The time has come to move the clocks one hour ahead…..finally. The feeling of spring will soon be in the air and the arrival of warm sunshine, longer days and hopefully, no more snow to shovel. With the change of the clocks, … [Read more...] about Take this additional action when you change the clocks!
When people hear the phrase “estate plan”, they think that it is just for the very wealthy or elderly. But, it is not. Estate planning puts you in greater control of the financial and healthcare decisions that directly affect the lives of you and your family. An estate plan allows you to protect … [Read more...] about Do You Have an Estate Plan? Here’s Why You Should
This post is from a frequent contributor to our site, Jim Parker, who is a Vice President with our partner, Dimensional Fund Advisors (DFA) in Australia. He discusses a common mistake of investors which is to try to predict the future from the current news. To help avoid this, you need to clarify … [Read more...] about Future Testing