Time Flies: Kids Are Grown, “Empty Nest” Looms

0 mature older couple estate planning life insurance annuities investments planning 401k IRA special needs college costs empty nest

Erin Bui chats about her parents and the concerns of a mature couple, at the stage in life where they’re sending their children off to college, helping pay for college costs, and the important checklist of things to do as the empty nest looms. When you were young and just got married, you probably thought you […]

The Advanced Health Care Directive

0 estate planning wills trusts ilit powers of attorney health care directive

We discuss the importance of having an Advanced Health Care Directive (aka Living Will) and the important choices you must make in this living document. The Advanced Health Care Directive, also known as a Living Will, is one of the most important documents in the estate planning process. What this document does is it specifies what […]

Breaking The Cycle of Poverty: Start With Your Mindset

0 financial frame of mind basics goals dont be a slave to your finances

Marc Ang gives a pep talk about some financial basics, such as saving money, not spending more than you have and focusing on your financial goals; based on a real life example of a successful retiree, Carla. Having financial basics are key before you even think about insurance and investing and keeps you from being […]

Do you need a Living Trust or is a Will sufficient?

0 willortrust

You have worked hard for what you have and are interested in understanding where your wealth would go if something unplanned were to happen. Of course you don’t want a random probate court to decide what would happen to your assets when they find you don’t have any written legal representation. Your options as of […]

Probate State by State Thresholds

0 probate state by state mangus uniform probate code probate process

Do you have enough assets to warrant probate? Do you know what the probate process consists of? Check your state’s thresholds here, and what types of property count towards those limits. Thanks to LegalMatch’s Pavel Leshchinskiy for this thorough and concise write-up: http://www.legalmatch.com/law-library/article/how-probate-works-a-state-comparison.html Note: The original article was published in 2015. Make sure to do a […]