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3 Critical Considerations For How To Save For Education – Part 2
  • Post author:Sotera Anderson
  • Post published:August 22, 2022

3 Critical Considerations For How To Save For Education – Part 2

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. …

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  • 3 Considerations For How To Save For College – Part 1
    • Post author:Sotera Anderson
    • Post published:August 16, 2022

    3 Considerations For How To Save For College – Part 1

    If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust. …

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  • 5 Common Estate Planning Concerns When You Remarry
    • Post author:Sotera Anderson
    • Post published:August 8, 2022

    5 Common Estate Planning Concerns When You Remarry

    With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people remarry in…

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  • 4 Essential Strategies To Protect Your Family’s Assets
    • Post author:Sotera Anderson
    • Post published:August 2, 2022

    4 Essential Strategies To Protect Your Family’s Assets

    You might think that only the super wealthy need to worry about protecting their assets. But the truth is that if you don’t have millions, you may be at even…

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  • How Estate Planning Can Reduce The High Cost of Dying-Part 2
    • Post author:Sotera Anderson
    • Post published:July 25, 2022

    How Estate Planning Can Reduce The High Cost of Dying-Part 2

    Last week, in part one of this series, we discussed some of the Cost Of Dying’s most notable findings and explained how proactive estate planning can dramatically reduce many of…

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  • How Estate Planning Can Reduce The High Cost Of Dying – Part 1
    • Post author:Sotera Anderson
    • Post published:July 15, 2022

    How Estate Planning Can Reduce The High Cost Of Dying – Part 1

    Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death…

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  • Collecting Life Insurance Proceeds
    • Post author:Sotera Anderson
    • Post published:July 7, 2022

    Collecting Life Insurance Proceeds

    If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can…

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  • Key Milestones For Planning Your Retirement
    • Post author:Sotera Anderson
    • Post published:June 27, 2022

    Key Milestones For Planning Your Retirement

    The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While…

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  • 3 Reasons Why Single Folks With No Children Need An Estate Plan
    • Post author:Sotera Anderson
    • Post published:June 18, 2022

    3 Reasons Why Single Folks With No Children Need An Estate Plan

    These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of jobs, crushing student debt, multiple recessions, and the pandemic…

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  • How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
    • Post author:Sotera Anderson
    • Post published:June 14, 2022

    How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud

    When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren’t the…

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