By Michael Smith,LUTCF, President of CPS Horizon During the last 2-3 years I have seen a significant increase in people learning more and taking action for long-term care planning. Pre-retirees and those already retired are beginning to realize that having a plan for care, if needed, is an important aspect of retirement living. Perhaps you […]
What is Your Legacy?
We live in a fast-paced world, with an onslaught of activities and information that distracts us from thinking about what’s truly important in life. We’re so busy trying to get everything done, that we fail to question what it is we’re doing, why we’re doing it, and if we should be doing something entirely different. Are we doing […]
Your Parents’ Inheritance
Your parents called, and they asked me to write you this note about what to do when inheriting their money. I wasn’t thrilled with the idea, but they are good people, so I figured I better do it. We both know how hard it is to say “NO” to them so let’s take a look […]
What’s for Dinner – and Other Things You Should Know Before it’s Too Late
My husband says I worry too much. I recently suggested that he use one of these new “meal delivery” services if something were ever to happen to me. He said I worry too much. But, it’s important to me that our family sits down together for dinner – and with this meal service, it would be […]
Estate Planning 102 (no, you’re not done yet)
What’s Next? After reading our Masking Tape Inheritance blog, you finally did it! You made the time to visit your estate planning attorney (with your spouse) to go through the process of updating your estate plan. You’ve thought through the uncomfortable scenario of who would get your assets when you die. You […]
