Review Account Titles & Beneficiary Designations Account titling is an important part of getting your assets organized and aligned with your estate planning goals. Account titling refers to who is listed as an owner of an asset, and the type of ownership....
Consider Who Can & Will Act As Your Power of Attorney As we age, it becomes increasingly important to have financial powers of attorney in place to ensure someone can manage our finances once we’re unable to do so. Who you select in that role is a critical...
Beware Conflicting Opinions On Your Asset Allocations Search “how to allocate your portfolio” on your favorite search engine, and you’ll be treated to more than 17 million results. If you looked at each one of those search results for a second, it would take...
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....
It’s a New Year, which means you’ll start receiving tax documents from your employers, investments, and contractors. That’s why this week’s MoneyDo is Get Yourself Organized & Prepared To File Your 2018 Tax Return. One easy way to keep yourself from being...
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...
