Estate Planning
Should You Join the Second-Home Club?
The image of owning a second home holds plenty of allure. The idea of having a retirement getaway, a gathering spot for the whole family, or a rental income generator – and maybe all three – has lots of Americans taking the second-home plunge. Indeed, according to the National Association of Home Builder, the total…
Read MorePandemic-Era Estate Planning Trends
Written By: Emily Boothroyd, Wealth Manager The uncertainty prompted by the COVID-19 pandemic has encouraged individuals to reframe their perspective on many aspects of life and reach a level of self-reflection that they may have never considered before. This is true to mental and physical health, as well as financial health. In all aspects of…
Read MoreChoosing an Executor for Your Estate.
Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be…
Read MoreAsk The JD
Hear our President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, talk with Emily Boothroyd, JD, CFP® discuss the importance of being prepared and the documents that you may need to have on hand in case of an emergency. Should you have questions on your estate documents or are unsure of what to do, please give us…
Read MoreHere’s Why You May Need to Update Your Estate Plan
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets as you see fit, and…
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