Blog tagged as Trust

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.

Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths

10/01/2021 02:40 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

Estate Plans: Not Just For The Wealthy

09/30/2021 08:59 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Many people also think they can put off estate planning if they're young and healthy. However, this type of thinking can put your family at risk. An estate plan covers a variety of different scenarios, and not just the passing of large amounts of wealth.

Do You Know Who You're Leaving Your Money To?

09/29/2021 10:02 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

There's a Lot at Stake When You Don't Have an Estate Plan

09/28/2021 10:02 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

Back to School: 5 College Planning Mistakes to Avoid

08/17/2021 10:02 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

Protecting What’s Yours (After You Pass), Part 2: Step-by-Step Estate Planning

06/07/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. So, let’s get started today, one hurdle at a time.

What Issues Should I Consider When Having (Or Adopting) A Child?

07/27/2020 08:02 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Having or adopting a child is a life-changing experience. While there’s amazing joy in watching your child take his or her first step or speak his or her first words, there can also be a lot of stress when it comes to managing your family’s finances.