Category Archives: Estate Planning
The Value of Scenario Planning
In addition to helping you reach your goals and grow your money, we also want to help you plan for emergencies and protect your family. Adequate insurance coverage is an important part of this protection, but proper planning at a…
The Importance of Beneficiary Designations
By: Mary McCraw, CFP® A well-crafted estate plan can ensure that your wishes are carried out with minimal hassles for your heirs. People spend a lot of time and money putting an estate plan in place and often overlook an…
Forget a Garage Sale: This Trick is so Much Better
By: Kristina Bolhouse, CPA/PFS, CFP® With the heat of summer, sometimes it’s easier to clean inside than work outdoors. It’s tempting to say, “Someday we will have a garage sale” and stick old clothes and other items in a corner…
View From the Trenches
By: Kristina Bolhouse, CPA/PFS, CFP® Like the impact of a new drug or medical treatment, we are now seeing firsthand the benefits of good estate planning as well as the implications of the new estate tax law changes that went…