Estate
HAVE YOU CALLED A FAMILY MEETING?
No? You’re not alone. Very few families ever sit down together and talk over important issues. Too bad; it’s important. It should be considered an
February 15, 2016
Category: Estate
Estate
RETHINKING PRIORITIES? SOME THOUGHTS FOR 2016
Jim Lorenzen, CFP®, AIF® The key to pursuing longer-term financial goals, such as retirement and education funding, is to have a well-thought-out plan that assigns
February 9, 2016
Estate
Did You Think Trusts Were Only for the Wealthy?
Jim Lorenzen, CFP®, AIF® When most people think about estate planning, they think about protecting assets from estate taxation. But, most people aren’t worried about
May 6, 2015