Last week, I buried my father. He died at home, in his sleep, at age 85. For most of us, we’d call that a pretty good deal. But it’s hard to say good-bye to your father. Above is a picture of him holding me as a newborn. For me, this was one more chance for …
legacy planning
What About This Trade War?
On July 5 the Trump administration placed tariffs on $34 billion of Chinese imports . Then on July 10 it placed an additional $200 billion of tariffs on Chinese goods, from clothes to refrigerators. How large tariffs could affect the market Here are a few topics to help put things in perspective. For more details …
Importance of a Trusted Legacy Planning Advisor
Death is not easy. Sure, a passing that is expected is a little bit easier to swallow than one that suddenly occurs, but either way you can be left heartbroken. When financial stress around a legacy plan adds to the stress during this time, families have been broken apart when they should be holding each other close. If you are adamant that this type of situation doesn’t happen to your family, it is important to go ahead and focus on getting your surrounding family in line with your legacy plan. Read Full Article
Six Tips for Legacy Planning
Legacy planning is a part of the financial preparation process that seldom gets enough attention. Individuals are taught from an early age the importance of a legacy plan. When you ask your friends or coworkers about if they have a legacy plan, chances are that they’ll say something to the effect of “Sure, I’m all set.” That is likely not the case if they sat down to really evaluate their existing legacy plan. A successful legacy plan is not something you draw up at one time in your life and never touch again. Instead, you should review your legacy plan every few years to ensure that you avoid any problems and make necessary adjustments. If you are looking for some guidance with your legacy plan, our team at Dunncreek Advisors is here to help!Read Full Article