Now you are super educated and ready to go! Besides finding a good Estate Attorney and Financial Planner, what do you do? Steps: 1. Lists are your friend: It is time consuming, but so important. Make a list of your assets. Your financial planner will help by creating your net worth, but even before that […]
Last week I defined the main 3 documents created to complete your Estate Plan. This week lets pretend you are all set up. How do these documents work? 1. Last Will and Testament: When you die, your attorney will pull out this document and give it to the executor (remember the boss of the will), […]
Last week I told you there were more documents in your estate plan than just a will. This week, I want to explain some of these documents to you. 1. Last Will and Testament: Let’s start with the one everyone knows. You have heard of a will. This is the document that tells the probate […]
Why am I glad this summer is over? Probably not the reasons you think. Yes, I am glad the kids are back in school and I am ready for cooler weather, but this summer for us was filled with loss and sickness. Partly, we are at that age, where grandparents, and some parents are passing […]
The next line in this is “In numbers too big to ignore”! As empowering as this song is, so is a recent Wall Street Journal article, “Clients Want to Work With Female Advisers, and Firms Are Taking Notice.” I found this interesting for a few reasons. Primarily, because after being a woman in finance, I […]
© 2018 · Playground Financial Planner.