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...
by Kay Dee Cole | Sep 14, 2017 | Estate Planning
Your estate is much more than just your physical belongings and financial assets – it’s all the pieces of your life you’ve collected over the years. A great way to ensure your wisdom, memories and messages are passed onto your loved ones is to collect them...
