Blog tagged as Beneficiaries

When and How to Update Your Retirement Plan

02/07/2024 03:28 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Setting up a retirement strategy is one thing, but when and how do you adjust it?

Avoid These Common Estate Planning Mistakes

10/26/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

For Estate Planning Month, here are some common mistakes to avoid with your estate plan.

What Is a Living Trust?

01/18/2022 08:39 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

A living trust may be a powerful tool in your estate plan. Learn more about what living trusts are and if they make sense for you.

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 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)

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)

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)

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)

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.

How to Avoid Common Estate Planning Mistakes

10/06/2021 12:37 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Your legacy is important for both you and your family, so don't wait until the last minute to strategize. Here are 6 ways to avoid common estate planning mistakes.

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)

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.