Even though we are financial advisors estate planning plays a major role in our advisement process. Wealthnest’s own Certified Financial …
Estate Planning 101
Tips for organizing your estate to preserve your assets for your designated beneficiaries. Estate planning is not an exercise relegated …
Divorce and Your Finances
Keeping an eye on your financial health during a divorce is essential. This article outlines some important topics to consider …
The Role of The Guardian
Also referred to as a conservator or protector. A guardian is named to serve for the benefit of a minor …
The Role of the Power of Attorney
No one likes to consider the possibility of becoming mentally incapacitated due to age, accident or illness, but the fact …
What is The Role of the executor
An executor ties up personal and/or business affairs after someone passes away. The executor may also be referred to as …
Being A Caregiver
The most important thing to know about caregiving is that you do not need to do it alone. Getting support …
Facing the Complexities of Medicare
Understanding the basics of Medicare A, B and D will help you take necessary steps on schedule. It will also …
The Gift Tax? Questions of Life or Death
The Tax Cuts and Jobs Act raised the lifetime exclusion limits for estate and gift taxes from roughly $5.5 million …
Don’t Discount Your Will
A self-created last will and testament may lead to problems. As an early step in estate planning, you may be …