Guest Blog – ‘How To’ Estate Planning for Digital Assets

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 recently passed away, did not have their password for their investment accounts. She had always paid the bills, and he had managed their investments during…

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Estate 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.’ As the years progressed, the industry recognized that ‘old people’ are prime candidates for planning too.  I could write a satirically funny article on how…

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Family Love Letters

Family 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 have always wanted to tell you,” or the survivor who lamented “I wonder what Mom or Dad thought.”  Imagine if each of us, in the…

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Generational Wealth Planning

By Kevin Reardon CFP® Have you ever wondered what will happen to your family when you are gone? Will your family continue to thrive through the second or third generation? Generational Wealth Planning (GWP) entails planning that goes beyond ourselves, with the intention of positively influencing our next generations. This influence involves more than just…

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