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August is National Make a Will Month When we’re younger, we tend to focus first on taking care of ourselves, whether it’s personally, professionally or financially. Life changes, and so do our priorities. Sometimes, it’s when we have children; at other times, our...
Make Sure You Have Core Estate Planning Documents Nearly every comprehensive financial plan includes estate planning. When you estate plan, you specify your wishes, both in the event you are unable to manage your own affairs, and at the time of your death....
Innocent blunders can have a big impact on your best estate planning intentions. This week’s Money Do is actually a list of Money Don’ts: a list of things to avoid as you seek to get your planning on track. Not having an estate plan. Consider this: death and...
As part of the process to develop your estate plan, one of the important questions you will be asked is whether you want to give your assets outright to your named beneficiaries or place limits on how and when the money can be used by them in the future. Placing...
A recent poll revealed that “haven’t created a long-term estate plan” is one of the top five worries of affluent investors[1]. FinancialPlanning.com adds this worry: Even if you’re getting estate planning advice from your advisor, it may be ineffective or damaging...
Does Your Advisor Do This? An In-House Estate Planning Attorney You might think you’re not old enough or wealthy enough to consider estate planning – or maybe you think you worked it all out years ago. At Annex Wealth Management, elite wealth management means working...
For many parents, this summer has been one of joy, remembrance – and anxious change. Many have seen their child turn eighteen, wrap up high school, and plan on moving out all in a single year. The summer has been full of graduation parties, but now, you’re starting to...
Your family lake home or a property has likely created many great memories you all will cherish. It may be that everyone in your family loves going there. What happens to that special spot after you and your spouse are gone? Unfortunately, a vacation property isn’t...
Getting serious about making an estate plan means consulting with an estate planning attorney who can walk you through the process. Annex Wealth Management’s Estate Planning Attorney, Jill Martin, J.D., offered some ideas on what you should ask. Finding an attorney...
We all have important documents around the house, including some that other people may need access to if something happens to you. When it comes to estate planning documents, keeping them safe is important, but ensuring someone can find them and access them is just as...
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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