Blog tagged as Beneficiaries

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.

A Guide to Dividing Your Estate Unequally

10/12/2021 08:34 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
A Guide to Dividing Your Estate Unequally
Wondering how to unequally divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.

Have You Thought About Your Estate Plan Recently? Here are 4 Areas to Review Right Away

10/11/2021 08:28 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Have You Thought About Your Estate Plan Recently? Here are 4 Areas to Review Right Away
Estate planning is an important part of protecting yourself and your loved ones in the event you are unable to make important decisions for yourself. Make sure to review these 4 areas of your plan.

A Guide to Trusts for Estate Planning

10/08/2021 08:22 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
A Guide to Trusts for Estate Planning
If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.

Debt After Death: Protecting Your Estate and Heirs

10/07/2021 08:14 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Debt After Death: Protecting Your Estate and Heirs
When it comes to our inevitable death, chances are we’re all going to have at least a little bit of debt. Creditors are entitled to payment of these debts, regardless of someone passing or not.

9 Questions to Ask Yourself During the Estate Planning Process

10/05/2021 02:36 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
9 Questions to Ask Yourself During the Estate Planning Process
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
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