Retirement

Red

What Happens? 

We’ve been asked a few questions regarding what happens to those portions of your estate that aren’t treated consistently with what you say in your will.  Many people assume wills and trusts are the pillars of a perfect estate plan. However, asset titling–the way you own an asset–is just as critical. Conflict instructions can create

What Happens?  Read More »

Busyness 1

The Busyness of Life

What does retirement really, truly mean? What are your plans for after you retire? We’ve been thinking about this recently. Many would define it as “retreating from the ‘busyness’ of life.”  When do you plan on retiring? How old will you be? How long do you think you’ll spend in retirement? Getting away from all

The Busyness of Life Read More »

Estate Planning

We all know that complex estates require sophisticated estate planning. If you have a large estate or own a business, only a qualified estate-planning attorney will have the knowledge and expertise to tailor to your specific needs.  Because we have been doing business with you, we may be able to help answer some of the

Estate Planning Read More »

Solid

We often look for ways to get a solid financial footing during the decade before retirement. For years, we save diligently and carefully follow a long-term strategy. But as retirement approaches, your priorities may shift. When retirement is on the horizon, pre-retirees may start to question the choices they have made. A loss of confidence

Solid Read More »

Our Future Selves

Remember to think about yourself in future terms. Many of us feel little connection to the person we’ll become years from now, and that can lead to shortsighted behavior that can actually hurt us in the long run. It’s certainly food for thought. Are you holding back on retirement savings because you haven’t yet identified

Our Future Selves Read More »

Scroll to Top