Tag: Estate Plan

Why You Shall Talk to Your Family over the Holidays about Your Estate Plan

We work hard and build up assets and we are strong in the fight for causes that matter to us. It is very fulfilling to know that we can share our wealth and our legacy with our family. It is impossible to plan for…

What is the different between Dying Intestate or with a Will or Trust?

Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many of us don’t take the steps to get that estate plan in place because we don’t understand the nuances between wills and…

Are you old at 50? Financial Smarts peak at 50 –Here’s How to Protect Your Older Self.

A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50.  This decline was observed in both men and women, making both sexes equally vulnerable to financial fraud as they age. 4 Tips for…