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...
