Blog tagged as Estate Planning

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.

5 Things to Consider When Shopping for Life Insurance

08/02/2023 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things to Consider When Shopping for Life Insurance
Shopping for life insurance can be confusing. Choose a plan that is the best for you and your family with these five top considerations.

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: Life Insurance

07/27/2022 08:08 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Planning: Life Insurance
Confused about life insurance? This article helps you understand life insurance and its place in your overall financial strategy.
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