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financial planning
Estate Planning Trends in 2020
As an estate planning attorney, your mission is to maximize the assets your clients pass on to their heirs. For example, you may take steps to minimize the impact of taxes, health care costs, and investment fees. These could chip away at your clients’ wealth. With you and your clients in mind, we have identified...
Even experienced advisors can overlook details when carrying out estate planning directives on behalf of their clients. When a will is worded properly, the right people are taken care of. When it’s not, they can be left out in the cold. Accountants, attorneys and financial professionals see the same lapses time and again. Before we...
Middle-income seniors need housing
As long as I’ve been in this industry, I was startled to learn that nearly seven out of 10 people age 65 and up are NOT working with a financial planner. This statistic shows up in the Invest in You Savings Survey released six months ago by CNBC and Acorns, a financial wellness platform. It...
Did you know 75% of Americans manage their own money? So says the Invest in You Savings Survey released in April by CNBC and Acorns, a micro-investment platform. It means three out of four people are responsible for their own retirement planning solutions. If that fact startled you, get ready for the next revelation. This...