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Many wealth advisors suggest their clients don’t have a long-term care plan in place. Yet, people ages 65 and older currently have a 70% chance of needing long-term care services, according to the U.S. Department of Health and Human Services. It’s advisable to start preparing for long-term care costs between ages 40 – 50. But […]Continue reading
Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a wonderful legacy, it also comes with obligations that heirs may be unprepared or unable […]Continue reading
As you’re making resolutions to do things better in the new year, here are three resolutions to ensure your estate plan is where it should be in 2020: Resolve to have an estate plan in place. According to a survey, 57% of U.S. adults don’t have an estate plan.1 It’s not just for the […]Continue reading
Life insurance isn’t just for those married with children, single adults without children can benefit from it, too. When you’re single, healthy, and childless, a life insurance policy is probably the last thing on your mind. You might think that buying coverage is just another unnecessary expense; however, there are plenty good reasons why it […]Continue reading
Giving Back With Planned Philanthropy Strategies For Creating Change Through Your Legacy Introduction Success in life is about much more than wealth. Giving back to your community and supporting your values through the gift of your resources and time is an extraordinary way to consciously define your family’s legacy. Affluent Americans are becoming more strategic […]Continue reading
