Blog categorized as Estate Planning

Protecting What’s Yours (After You Pass), Part 1: The Importance of Estate Planning

05/24/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Protecting What’s Yours (After You Pass), Part 1: The Importance of Estate Planning
When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes.

Protecting What’s Yours (While You’re Alive)

05/10/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Protecting What’s Yours (While You’re Alive)
Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones.
Previous

Tags