by Kay Dee Cole | Feb 6, 2024 | Estate Planning
What will your net worth be when you pass away? It’s a question you may not like to think about, but it’s an important one nonetheless. For the average retiree, the median net worth is over $265,000. That’s no small piece of pie! Deciding what happens to all of your...
by Kay Dee Cole | Dec 15, 2023 | Estate Planning
“Do I have an estate plan that will protect my family?” We get this question all the time. I love this question because it so clearly comes from someone thinking ahead for the well-being of their loved ones – because an estate plan isn’t just something you do for...
by Kay Dee Cole | Aug 17, 2023 | Estate Planning
You spend your life accumulating “stuff” – savings, a home, your favorite pieces of art, that timeshare in Mexico, even your cars. These things bring you joy and comfort and make up one small piece of the total you. But what do you want to happen to those items when...
by Kay Dee Cole | Apr 13, 2023 | Estate Planning
If we have one mantra we repeat with our clients regarding estate planning, it’s this: If you don’t make a plan for your estate, someone else will – and you probably won’t like it. That “someone else” could be loved ones in the process of grieving, or even government...
by Kay Dee Cole | Aug 18, 2022 | Decision Making, Estate Planning
I remember when I noticed that something was changing with my dad. He didn’t seem to remember things he knew how to do all his life. He had a specific way to start a fire in our fireplace. Very methodical in how he placed the newspaper and the kindling. He started...
by Kim Hall | May 13, 2022 | Estate Planning, Financial Planning, Organizing Your Finances, Protecting Your Assets & Credit
Estate planning isn’t anyone’s idea of a good time – but it’s one of the most important steps you can take to make the transition easier for your loved ones after you’ve passed on. A big piece of estate planning that’s often overlooked is digital assets. Today, we’re...
