Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of Lifespan: Why We Age—And Why We Don’t Have To—even proffer that “there is no biological...
Key Takeaways: Both current expenses and estate planning need to be part of special needs financial planning.ABLE accounts, budgeting and even government aid should be considered.Special needs trusts can potentially set up a child for the future without hurting...
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant assets often don’t spend enough time on passing along the values that helped them build, grow and maintain that...
Key Takeaways: Many estate plans are old and have become outdated—which could mean risks.Assess changes in your financial situation and your business to help see if your estate plan needs updating.Focus on what you want to do with your assets—don’t get too hung up on...
KEY TAKEAWAYS Wealth planning looks beyond the basics of investments to examine your larger financial picture.Trusts, partnerships and life insurance are three strategies that often are used as part of an overall wealth planning effort.True wealth planning also...
