Perspective – Estate Process Part 5 : Preparing the Next Generation

Estate Process – Part #5 This may be the most important objective as you establish an estate process! Preparing the next generation. You have spent a lifetime providing for your family and your retirement financial needs.  To just dump your hard-earned assets after you and your spouse no longer need them without sufficient direction does […]

Perspective – Estate Process Part 4 : Practical Steps

Estate Process – Part #4 As the Estate process continues, consider some of these practical steps that may help achieve a desired & efficient transfer of estate assets. SOME PRACTICAL STEPS Some good, cost-effective estate planning can be achieved through the following opportunities. The key here is to determine the most appropriate and tax efficient […]

Perspective – Estate Process Part 3 : Estate Issues & Action List

Estate Process – Part #3 In this third part of the series on the Estate Process we will start to outline some specific areas everyone should consider before it is too late. This series is meant to be a general explanation of estate issues and help you to generate an action list. Each person needs […]

Perspective – Estate Process Part 2 : Estate Preparations

Estate Process – Part #2 Further to the last Perspective, this is the second in the series on Estate Planning issues everyone needs to prepare for.  Since the beginning of time, living beings have come to the end of life.  Because no one will avoid this event, it is prudent to be prepared and to […]

Perspective – Estate Process Part 1 : Estate Planning Process

Estate Process – Part #1 If there ever was a topic that most want to avoid…it is the planning process for the settlement of your estate. The reason for the neglect could be because of the following realities: ”I will die!”, “I will take nothing with me!”, “I will probably die at a time I […]