The Annex Wealth Management Blog
Estate PlanningAugust Is National Make A Will Month
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...
MoneyDo: Make Sure You Have Core Estate Planning Documents
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....
MoneyDo: Avoid These Estate Planning Mistakes
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...
MoneyDo: Set Up Your Estate Plan To Control Your Assets From Beyond The Grave
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...
DYADT: Effective, Strategic Estate Planning
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...
DYADT: An In-House Estate Planning Attorney
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...
MoneyDo: Estate Planning For Your College Student
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...
MoneyDo: Resolve Future Fights: Set Up An Estate Plan For Your Vacation Home
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...
MoneyDo: Ask Your Estate Planning Attorney These Questions
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...
MoneyDo: Place Your Important Documents In A Safe But Accessible Location
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...
MoneyDo: Make Sure Your Estate Plan Includes Your Digital Identity
MoneyDo: Make Sure Your Estate Plan Includes Your Digital Identity Estate Planning in a Digital AgeYou may already have an estate plan, (if you don’t, make sure you contact us to set one up) but your current plan might not reflect how you manage your life today.More...
What Is National Estate Planning Week?
In 2008 a group of bipartisan congressmen and congresswomen co-authored and passed legislation designating the third week of October each year for a campaign to raise awareness about the importance of estate planning. This year, the Annual National Estate Planning...
