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Estate planning is crucial for ensuring your assets and wishes are honored after you’re gone. Avoiding common mistakes is essential to protect your assets and retirement plans. Pure’s Associate Advisor, Patrick Robinson, CFP®, shares four key errors to watch out for. Not Having an Estate Plan Doing It Yourself Not Appointing the Right Trustee and […]
You’ve spent your entire life saving for the future. Don’t pay to let the courts decide what happens to your money when you’re gone! Learn from Joe Anderson, CFP® and special guest Allison Alley, CFP® how to avoid common will and trust mistakes that can lead to an expensive and overly complicated estate plan. Estate […]
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 […]
Are you protecting your life legacy and keeping the money in your family? Both a will and a trust do two things: they both distribute property out in an orderly way and allow you to amend it over your lifetime, but that’s where the similarities end. Pure’s Senior Financial Planner, Bryan Ross, CFP®, AIF® explains […]
Heaven forbid that something happened to you. Would the things you worked for all of your life be protected? There are tools and strategies you can use to ensure your money, assets, and possessions pass on after you are gone, but few people are using them. In this episode of Your Money Your Wealth, Joe […]
Are you protecting your life legacy and keeping the money in your family? You’ve spent your adulthood building your nest egg and accumulating homes, cars, jewelry, and other things that you value. What happens to those assets if you pass away? Without an estate plan, you are leaving all that you have accumulated vulnerable to […]
Once you’ve drafted your will, it’s easy to just forget about it and think you’re all prepared for the future. But often, that won’t be the case, as there could be several events that occur during your life that will make it necessary for you to update your will. Having a will in the first […]
In its most basic form, a will is a document that states what you would like to happen when you die. There are some things that should be included in a will as well as a few things to avoid. As with any legal document, you’ll want to rely on the guidance and assistance of […]
Despite the fancy-sounding title, estate planning is not just for the rich and wealthy. In fact, the term “estate” might not mean what you think it does at all. When it comes down to it, deciding who will inherit your estate is a big decision and an important part of life planning. Smart estate planning […]
Thinking about the end of your life is no fun for anyone, but at some point, everyone will need to plan for this time. The best way to ensure that your wishes are followed and your family is taken care of after your death is to establish an estate plan. Two of the most common […]
Putting an estate plan in place can be very confusing for many people. Financial expert Joe Anderson and Estate Planning Attorney Nicole Newman discuss the difference between wills and trusts. Subscribe to YouTube Channel
