January 12, 2017
Nick Holeman, CFP®
An estate plan helps to ensure that your wishes regarding your health and assets can be carried out accordingly, before and after your death.
Originally published: October 19, 2016
Estate plans provide a roadmap for important decisions regarding your health and assets, and generally cover two phases: before and after your death.
Without an estate plan, state laws will determine the fate of your medical care and assets. What they dictate may not be in line with your wishes.
Estate planning includes setting up a financial power of attorney and health care directive, a will and/or trust, and assigning joint owners and beneficiaries to your assets.
Once you’ve created an estate plan, review it every two years to account for any major life changes among your family members and beneficiaries.
Baby boomers are downsizing — and the kids won’t take the family heirlooms
December 22, 2018
Dealing with Stuff (literally): sorting through a loved ones belongings
May 1, 2013
Downsizing Offers a Fresh Start for Older Adults
December 26, 2018
How can we help you?
March 25, 2020
We are open for business!
March 22, 2020
Boomer Parents: "One day, this will all be yours." Grown Children: "Noooooooo!"
November 19, 2019
Estate planning: 6 steps to ensure your family is financially ready for when you die
April 17, 2019
Why do we collect things? Love, anxiety or desire
December 28, 2018
Senior Downsizing Tips To Make Downsizing For Seniors Less Stressful and Easier:
December 19, 2018
Let's talk about storage units... why clearing out stuff is a financial win-win.
December 18, 2018
10 Good Reasons to get rid of your STUFF
July 16, 2017