Posts Tagged ‘death’
Beyond the Numbers: Using Your Advisor as a Sounding Board
Beyond the Numbers: Using Your Advisor as a Sounding Board Written By: Kevin Reardon, CFP® In a recent meeting with a prospective client, I was articulating how our relationships with clients go…
Read MoreGuest Blog: What Happens to Your Mortgage When You Pass Away?
Guest Blog: What Happens to Your Mortgage When You Pass Away? Written By: Michael Creed, Mortgage Advisor & Partner at Luminate Bank | NMLS ID 50441 Estate planning often focuses…
Read MoreGuest Blog – ‘How To’ Estate Planning for Digital Assets
‘How To’ Estate Planning for Digital Assets By Brenda A. Schlais, Estate and Wealth Planning Attorney at Angermeier & Rogers, LLP Password Problems A woman, whose husband had…
Read MoreEstate Planning at Different Stages of Life
By Kevin Reardon CFP® Different Life Stages Require Different Types of Estate Planning When I started my career, there was an overriding belief that Estate Planning was just for ‘rich people.’…
Read MoreFamily Love Letters
By Kevin Reardon CFP® Family Love Letters What are family love letters? We have all heard stories of someone on their death bed who said, “there are some things that I…
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