Category: Estate Planning

Estate Plan for Happy Days Webinar Replay

This is our lively and informative presentation on why estate planning, done right, can be a joyous reaffirmation of life and a golden opportunity to help assure that you will provide for your loved ones in the best possible way. See what happened to Howard, Marian, Fonzie, and the rest of the Cunningham family after […]

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What’s in our portfolio? Identifying different financial assets.

What is an annuity? What’s the difference between an inherited IRA, traditional IRA, and Roth IRA? Doesn’t cash mean paper money in my wallet? What is an IRA CD? Suddenly being responsible for the family’s financial affairs can be overwhelming even with a clear understanding of different types of financial assets and products. To the […]

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What to Do With Cremated Remains

We often are asked what can be done with cremated remains. We put together this video to review the multiple, legal ways cremated remains can be disposed. If you have specific requirements regarding disposition of your remains, you should consider executing a Funeral Planning Declaration and appointing a designee to ensure that those instructions are […]

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Compensating Family Caregivers through Medicaid, VA Pension, and Personal Services Agreements

Being a family caregiver can be a strain financially. Many family caregivers are faced with the decision of working a full-time job on top of caring for their loved one or forgoing a paycheck. This video reviews how a family caregiver can avoid making this choice by receiving compensation for the care they are providing […]

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Setting Up Your Estate Plan Team for Success

Completing your estate plan documents is a good first planning step. Those documents appoint your team and gives them the authority they need. However, to be a success, the team will also need information about your affairs-an inventory of assets, liabilities, your professional team, etc. This video discusses how to set up your “instruction manual” […]

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Review Your Estate Plan or Create an Estate Plan While You Shelter in Place

When life gets busy, we often put future planning off for another day. Taking advantage of a little extra time, Jeff reviews updating your current estate plan or creating your estate plan while you shelter in place.  (Click on screen to play). Information and articles from our website are presented as a public service by […]

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