You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.
How the magic of writing a letter could help convey your intentions to a beneficiary.
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
How do we prepare our young people to lead and do it quickly?
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.
How the magic of writing a letter could help convey your intentions to a beneficiary.
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
How do we prepare our young people to lead and do it quickly?
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.
