Blog categorized as Estate Planning

7 Steps to Actually Completing Your Estate Plan

09/25/2024 04:05 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
7 Steps to Actually Completing Your Estate Plan
Estate planning is a continual process of designating how your assets will be distributed and selecting key individuals for important roles. Here are steps to get through the initial process and to ensure your estate plan is up-to-date.

5 Emotional Roadblocks that Could Halt a Successful Estate Plan

07/11/2024 12:01 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Emotional Roadblocks that Could Halt a Successful Estate Plan
Establishing a successful estate plan involves overcoming emotional roadblocks with practical steps to manage difficult conversations and ensure your wishes are honored and your loved ones are protected.

How to Pass On Your Financial Values to the Next Generation

09/19/2023 08:27 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Pass On Your Financial Values to the Next Generation
No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.

Estate Planning in the Digital Age: Passing on Your Digital Legacy

03/29/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning in the Digital Age: Passing on Your Digital Legacy
It is a good idea to plan for the management of your digital assets by incorporating your digital legacy into your estate plan.

What To Do When a Loved One Dies

10/31/2022 08:18 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What To Do When a Loved One Dies
For the final day of Estate Planning month, here are the many tasks and processes to complete when a loved one dies.

August Is National "Make a Will" Month

08/08/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
August Is National "Make a Will" Month
August is National "Make a Will" Month! This is a great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one here.

Estate Planning in 2022: Do You Have These Documents Prepared?

01/07/2022 08:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?

11/03/2021 09:18 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. If you’re exiting the workforce, there are a few things to consider to make sure you and your family are supported.
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