Tag: Legal Documents

Spouse

Estate Planning Isn’t Just for Kids – It’s for Your Spouse

If you’re taking the time to read this, odds are you’re the planner in the family. You take care of most of the financial duties for your family, and your spouse looks to you for the final say on these matters. If that is a fairly accurate portrayal, it is important that you continue reading…
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August 19, 2022 0
Legal Docs

Legal Documents Aren’t Just for Dying

This is the stuff they should teach you in high school… but don’t. Once you reach 18 years of age, you need to obtain the basic legal documents. It is astonishing how many individuals and families we meet without a single legal document. Most people think of dying or preparing to die when they hear…
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September 13, 2021 0
Literacy

Financial Literacy

Unfortunately, this a question being asked by young adults – well, adults in general… parents and grandparents included. Although it should be, financial literacy is not a course in most schools. When considering the need for financial literacy, I am reminded of this: “What you tolerate today, you will accept tomorrow. What you accept today,…
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May 17, 2021 0
Worried

Is Your Estate Plan What You Think It Is?

You finally got your Will done. So, your estate plan is complete, right? Well… maybe not. Donna was a widow for many years before she died. She had updated all of her legal documents just a couple of years beforehand. Her goal was to make sure everything went equally to her three kids and to…
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March 15, 2021 0

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