2023

Writing Your Estate Plan? 4 Ways To Avoid Problems

If you’re putting together your estate plan, you want to avoid making mistakes. An estate plan provides documentation about how you want your assets to be handled once you pass. Below are four tips that will help you avoid problems with your estate plan. Designate Powers of Attorney When it comes to leaving a final estate plan, you can’t afford to leave powers of attorney out of the picture. You may not know this, but your estate plan should include at least two powers of attorney.…

3 Reasons Lifelong Financial Planning Is Vital For Women

Financial planning is important for every American, but it takes on increased urgency for some groups. One such group is working women. Women tend to face a few unique challenges that aren’t as often a concern among their male counterparts. What are these? And how can you overcome them? Here’s what every woman needs to know. 1. Gender Pay Gap Unfortunately, the reality is that women tend to be paid less than men.…

A couple of years ago I learned I would be inheriting my grandmother’s estate. Besides money, my grandmother owned 200 acres of land, a house, and two other buildings. Because I’ve always loved this woman dearly, I wanted to do everything in my power to protect the assets she wanted me to inherit. Have you recently inherited assets from a loved one? Consider hiring a financial planner to help you determine how to best safeguard and increase your inheritance. A financial planner can help you decide if you want to invest your inheritance in stocks, bonds, mutual funds, or real estate.