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The Art of Estate Planning
The greatest value of a piece of art may be intangible, but that doesn’t lessen the need to properly account for it in your estate plan. Learn more to get some insights on the right strategy for you, either if you are considering donating or selling. An art collection is a special asset to account,
June 16, 2021 3:49 pm | Category: Uncategorized
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Pandemic Pets and Pet Companionship: Seven Benefits/Considerations for Care Coordination and Estate Planning
During the pandemic, animals were brought in homes as new beloved family members and they offered an overwhelming amount of solace during a hugely challenging year. As a result, pets now have a more significant part in the care coordination and estate planning advice Fraxedas Law gives their clients, particularly seniors and people with disabilities,
May 21, 2021 2:08 pm | Category: Uncategorized
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A Guide to the Different Types of Trusts
A common concern when aging is related to ensuring your possessions will be left to loved ones. Either while you’re still living or after death, creating a trust is a way to make certain that your valuables go to the right place. It’s crucial to learn about the process, get help from a serious professional, and understand how,
April 26, 2021 1:24 pm | Category: Uncategorized
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Baby boomers face financial distress and age discrimination
According to a study commissioned by the National Endowment for Financial Education (NEFE), 96% of Americans face four or more “income shocks” during their lifetimes, which can reduce their retirement savings. This can foster many questions about your retirement. We can get your questions answered. We can also speak, at no charge, in-person or via,
March 9, 2021 1:52 pm | Category: Uncategorized
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Will vs. Trust: What’s the Difference?
If 2020 has taught us anything, it’s that you can’t predict the future. But you can certainly prepare for the unexpected. Many people are doing so by establishing wills, trusts, and estate plans. If you’re thinking of doing the same, here is a comprehensive overview of the differences between a trust and a will. Wills,
February 25, 2021 3:49 pm | Category: Blogs , Uncategorized
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Top 10 Retirement Tips For 2021
2021 has been a welcome new year for all of us, although it will still be a while for many businesses and people to pick up the pieces of the chaos that was 2020. Here are some tips for folks who may be considering retirement in 2021, perhaps earlier than planned. For many Americans, retirement,
January 25, 2021 5:52 pm | Category: Blogs , Uncategorized
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7 common beneficiary designation mistakes to avoid
It’s the holiday season and maybe a most unconventional one for many of us, but don’t let that stop you from enjoying it! Although you may have to incorporate social distancing into your plans, you can still keep your loved ones close. Ensure some future security for them in the form of beneficiary designations —,
December 21, 2020 3:06 pm | Category: Uncategorized
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Here’s how a succession plan could actually save your small business
There are some silver linings to this most unconventional year. A new report focuses on the positive things that entrepreneurs have learned. One pattern has been the establishment of succession plans for small businesses across the country and the associated benefits. Here are some more insights on the findings, and if you’re looking to create,
November 19, 2020 5:03 pm | Category: Blogs , Uncategorized
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Here’s what you need to know about creating a will
Nobody wants to think about their mortality. But it’s much better to do so when you have the time, and the health, to consider everything you need to do to protect your assets, your belongings, and most importantly, your loved ones. A will is the most well-known legal document that people know about in terms,
October 16, 2020 4:18 pm | Category: Uncategorized
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4 Reasons Why You Might Need a Trust
There are several reasons to own trust, and knowing what’s best for your situation can make a massive difference. To learn more about creating a trust, and the reasons to do so, check out the video. In this video, Mark Kohler discusses why it can be smart to create a trust in addition to owning life insurance or,
September 17, 2020 5:19 pm | Category: Uncategorized
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