Do you know what you’re doing with your estate plan? During the time of COVID-19, it is essential to make sure that you and your families wealth and assets are protected in this lifetime and beyond. Do you have all the required legal forms to ensure your wealth will be protected? Are you making common […]
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Estate planning is about wealth structuring so that one could enjoy it and then pass it to the next generation in a smooth manner, avoiding any kind of family disputes on inheritance. While discussing estate planning for women, we could broadly classify women of this century into two categories. First, women who are primarily homemakers, […]
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Here’s something you probably didn’t know: The average monthly Social Security retirement benefit was recently just $1,547, or about $18,500 per year. Yes, if you earned an above-average income during your working life, you’ll likely collect more than that — but it still is probably not going to be enough to cover your expenses in […]
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A portfolio stress test can help give you some peace of mind about that … but if you’re not careful, it could give you a false sense of security. To get results you can trust, make sure the parameters you’re using are realistic. You just left a meeting with your financial adviser, and your nest […]
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Family conflict can complicate financial and estate planning when we work with multi-generational and blended families. This can lead to emotional decision-making. How can you remain tethered and grounded in special situations as you plan for the future? Here are some scenarios we often see in estate affairs … Read more: https://www.pe.com/2021/03/07/your-son-is-irresponsible-do-you-leave-the-estate-to-him-or-the-kids/
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