Financial Discipline and Your Estate

There may be people close to you (spouse, parents, children) who are practicing financial behaviors that are unproductive or destructive. You want to help them get back on track, but you don’t want to come across as judgmental or condescending, or put them on the defensive.

The Key Takeaways
o Living within one’s means liberates spending for

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2017-08-29T16:46:50-06:00October 9th, 2013|Tags: , |

Caring for Parents

If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to both your parents (now or in the future) and your children. This should change the way you think about estate planning–instead of the traditional approach

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2017-08-29T16:47:43-06:00August 30th, 2013|Tags: , |

Who Should Be Your Successor Trustee?

If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The Successor Trustee plays an important role

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2017-08-29T16:48:28-06:00July 3rd, 2013|Tags: , |
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