Putting it off and dying “intestate” may not be the legacy you want to leave your loved ones The pandemic …
Eliminate the Guesswork
Creating an estate plan is a key component of achieving financial wellness Most people don’t spend too much time thinking …
Common Missteps in Estate Planning
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 …
Ask Questions as You Plan Your Estate
Know your options for transferring assets. Some wealthy individuals begin or revisit their estate planning in response to a life …
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 …
Using Trusts as Part of Your Estate Planning
There are advantages and disadvantages to using a trust as an estate planning tool. Depending on your goals, the use …
Being A Caregiver
The most important thing to know about caregiving is that you do not need to do it alone. Getting support …