Nov 3, 2022 | Estate Planning
*Originally published October 17, 2022 in the The Wealth Advisor (Business Wire) – D.A. Davidson & Co. today announced survey results revealing that only one in three (34%) adult Americans has an estate plan. Of those who do have an estate plan, 20% have not...
Oct 5, 2022 | Estate Planning
Surviving High Inflation With inflation at a forty-year high, the rising cost of living is affecting everyone. While you may feel some level of distress as you watch the steady decline in your purchasing power, you do not have to sit idly by while it happens. Here are...
Oct 5, 2022 | Estate Planning
Failing to Appoint Trusted Decision Makers While Halloween, The Exorcist, or The Shining may top your list as some of the scariest horror films ever, I Care a Lot is the stuff of real-life nightmares. The movie I Care a Lot tells the story of a con artist named Marla...
Oct 5, 2022 | Estate Planning
What Happens if Your Account and Property Ownership Do Not Match Your Estate Plan? Have you been lulled into a false sense of security because you have “done” your estate plan? Unfortunately, one of the dirtiest tricks that can be played on an unsuspecting family...
Aug 30, 2022 | Estate Planning
About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your child’s spouse, you must face the possibility that they could become your child’s ex-spouse. Should that day come, the money you leave to your child...
Aug 23, 2022 | Estate Planning
Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com.[1] If you are among the minority of US adults who have prepared a will, living trust, and other end-of-life documents, you may think that your estate plan is...
