Financial Planning

Financial Planning

Think carefully before naming beneficiaries

All a will does is tell your heirs who gets what from your estate.

November 4, 2013

3 min read

Financial Planning

How taxes can eliminate an inheritance

Poor planning can turn an inheritance into nothing.

November 4, 2013

3 min read

Financial Planning

Worry about your health, not your pocketbook

When you’re diagnosed with a health problem, you don’t want to worry about money. Here’s how to let the bills take care of themselves.

By Lisa MacColl |October 23, 2013

2 min read

Financial Planning

Conversation starter – Donor advised funds let you give without the hassle

Need to break the ice with clients about donor advised funds?

October 23, 2013

1 min read

Financial Planning

Prevent estate battles

No matter how well you craft your estate plan people can still challenge your wishes after you’re gone. Prevent that.

By James Dolan |October 21, 2013

2 min read

Financial Planning

Prevent estate battles

No matter how well you craft your estate plan people can still challenge your wishes after you’re gone. Prevent that.

By James Dolan |October 21, 2013

2 min read

Financial Planning

Donor-advised funds let you give without the hassle

Manage your legacy with a donor-advised fund.

By Elaine Blades and Malcolm Burrows |October 17, 2013

2 min read

Financial Planning

Protect your privacy as a donor

Giving anonymously lets you donate on your own terms.

By Melissa Shin |September 24, 2013

4 min read

Financial Planning

Conversation starter – Keep business expenses separate

Need to break the ice with clients about keeping their business expenses separate? Try this and then send them this article.

September 13, 2013

1 min read

Financial Planning

Action idea – Use a trust, not a will

Need to get your client thinking about estate planning? Try these tips.

September 13, 2013

1 min read

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