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Plan Your Estate with Character
Robert Schmansky, CFP®
Planning your estate isn’t as fun as dreaming about how fantastic your retirement will be, or as exhilarating as watching your investment portfolio rise over time. And unlike taxes, estate planning doesn’t have any hard deadlines by which it must get done, or penalties to pay for being late. Nevertheless, there can be real costs to delay.
Inheritance Disputes: Why They Arise and How to Resolve Them
Eleanor Blayney, CFP
Inheritance disputes are not just a problem for the rich and famous, or for blended families. Even when there’s little or no wealth at stake, or no second marriages with children that are “his, hers, and ours,” survivors still disagree about issues such as the disposition of sentimental personal property, who should be responsible for raising the deceased’s minor children, even who gets the dog.
by Marty Reid, CFP®
Medicare is a valuable source of health insurance for people 65 and older and for some younger adults with permanent disabilities. Understanding Medicare enables you to make well-informed health care decisions and to avoid getting lost in the maze of the plan’s options.
Giving to Get: A Mother's Day Blog
Eleanor Blayney, CFP
Mothers give up a lot for their jobs: their waistlines, sleep, the backseat of their cars, years of peace and quiet. They’d even give their lives. Take the example of the mother who lay down in front of her unattended car rolling downhill with her twin-daughters strapped inside. Many moms hearing that story probably found such an extraordinary action completely understandable.
Family Governance: 3 Essential Building Blocks
Elaine King Fuentes, CFP
Whether we like it or not, families are comprised of emotional beings all connected in a system. Ups and downs or disruption in the system will often affect several family members, delaying the decision-making process. Lack of trust, differences in opinions, and difficulties in honoring parents’ wishes are just a few examples that demonstrate the need for a collaborative structure.
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