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...
by Kay Dee Cole | Apr 7, 2022 | Estate Planning, Financial Planning, risk
You’ve saved your money and grown your money – now there is just one final crucial step to the retirement planning process: protect your assets. You need to create a plan to ensure that you and your loved ones are set up for financial success after you stop receiving...
by Kay Dee Cole | Aug 24, 2021 | Estate Planning, Widows & Divorce Planning
You should review and/or update your estate plan whenever any significant changes happen in your life. As you reassess your finances and build a budget for your next chapter of life, it’s important to look at your estate plan and figure out what needs to change and...
