Estate Planning

Preparing for the inevitable

“If I was to tell you that there is something that is guaranteed to occur, would you do anything about it? What if I was to tell you that by taking action now you can significantly reduce expense, delay, and burden on your loved ones. Would you do anything?” Smart Money_ Preparing for the inevitable…

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Clean up your junk!

“So here is what I want you to do: I want you to make a list of all the things that you want people to know when you are not here to tell them: all the financial institutions that you have accounts at, where your will is located, where your passwords are stored, what kind…

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The things we don’t get around to

Hey, I get it, when you are young there are things to do. I was once young myself. But compound interest doesn’t care about why, it only cares about when. Get started making smart decisions about money as soon as possible. Brad Brain_ The things we don’t get around to _ Alaska Highway News

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What Keeps You Up at Night?

It’s 3:00 am and I can’t stop thinking that I need more permanent life insurance. Specifically, cash value whole life insurance. And now I can’t get back to sleep. No, I didn’t just get a bad medical diagnosis. In fact, I just took more than a minute off my recent best time for a 5…

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It’s not a question of “if”

One of the realities of my profession is that I ask people what they would like to happen when they die. That’s a question that some people don’t give a lot of thought to. Not me. I think about my own death all the time. I’m not morose about it. I just think it’s…

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The Probate Fee Boogeyman

Recently a good friend confided to me that her Dad had just added her as a signing authority on his bank account. The reason that he did this was because someone at the bank had told Dad that he would be subject to a bunch of taxes if he were to pass away. This…

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