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You don’t need to be wealthy to need an estate plan. It’s simply a blueprint to ensure your wishes are followed if you pass away or become unable to make decisions. Pure’s Senior Financial Advisor, Robert Canavan, CFP®, AIF®, shares key reasons to create an estate plan—and how it can help you avoid future issues […]
Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at the American College of Financial Services, and the Lead Financial Planning Nerd at Kitces.com. In other words, he’s one...
It’s important to take action and get your estate plan in order. Pure’s Financial Planner, Peter Stokes, CFP®, AIF®, covers the key considerations you or your parents should discuss before deciding what legal documents to obtain: Document assets and approximate value Determine who gets assets Determine who will manage assets Determine who will be responsible […]
