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SOLVING THE MYSTERY OF AN AFTERLIFE

SOLVING THE MYSTERY OF AN AFTERLIFE

What happens when we pass away? Depending on your spiritual and religious beliefs, there are many theories. The ancient Egyptians believed in an afterlife, and their pyramids and lavish tombs are a testament of this. Other cultures and religious sects have their own unique practices, and many make decisions with the intentions of securing an existence in the afterlife. No matter what you believe, one thing is for sure: life on earth will continue after you pass. As a result, many use estate planning tools to help ensure that what they have worked so hard for in this life will be passed on according to their wishes.

As Year-End Approaches...

As Year-End Approaches...

Before the ball drops on New Year’s Eve, consider implementing some strategies that may help you to be better positioned financially for 2018, and potentially beyond.

Why you might need an Advisor NOW.

Why you might need an Advisor NOW.

We recently surveyed a few of our clients to find out what led them to partner with an Advisor for the first time.  Based on this feedback we identified four key questions to ask yourself about your financial life.  Are you in any of these situations?  How would you answer these questions?

Five Reasons You Need an Advisor

Five Reasons You Need an Advisor

If you have never worked with a financial advisor, then you may be wondering why start now.  The truth is that having a guide, a coach, a confidant, a voice of reason... can make the process of setting financial goals, tracking your progress, and managing your investments less stressful and often more successful.

Avoiding Inheritance Conflicts

Avoiding Inheritance Conflicts

“Mom always liked you best” was Tommy Smothers’ signature line on the old Smothers Brothers Comedy Hour. But it’s not funny when ill feelings arise in real life over the distribution and settlement of a loved one’s estate. Here are some ways to save your family from the pain of conflicts over your estate and pass your wealth to them as smoothly, tax efficiently and quickly as possible.

Charitable Bequests

Charitable Bequests

Are there causes and charities that you would like to fund or donate to while also helping to ensure that your family is taken care of after you’re gone? Fortunately, leaving a charitable legacy doesn’t have to mean that you’d be short-changing your family. With the help of certain estate planning strategies, you can create an income stream during retirement, or provide for your heirs, while also supporting a charity of your choice.