Have you moved? Have an updated Power of Attorney? What about a living trust? These are all things you should consider when you're creating or updating you estate plan. CLICK HERE TO DOWNLOAD THIS CHECKLIST! …
Estate Planning
DOWNLOAD THIS CHECKLIST: What Issues Should I Consider for My Aging Parents?
If you find yourself feeling overwhelmed with upcoming decisions you might be facing as your parents age, this helpful checklist is a great start to keeping you organized. Download the checklist below! Andrea L. Blackwelder, CFP®, ChFC, CDFA® and …
3 Estate Planning Hurdles (and How to Get Over Them)
In a recent piece (you can find it here), we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be …
