Category: Estate Planning

Family and Money: Tips for Discussing Finances With Your Loved Ones

While the focus at family gatherings should be on love, catching up, food and celebrating, holidays may be the only time to have face to face time with your children, parents or siblings. And, it may be a rare opportunity to talk about important financial matters. Talking about money may be one of the most…

retiring alone

13 Key Tips for Retiring Alone (Or, If You Become a Solo Senior or Elder Orphan During Retirement)

Sometimes it feels like the world is designed for couples.  People throw dinner parties for couples.  Most forms ask about your spouse.  And, let’s face it, retirement and aging — an era when you’ll genuinely sometimes need a helping hand — can feel kind of scary on your own. Whether by circumstances or choice, the U.S.Census…

trusts

Purpose Trusts and More: How to Ensure a Meaningful and Long Lasting Legacy

Preparing for retirement means having a financial plan as well as a good idea for what you want to do during this period of your life. Estate planning has a similar duo of goals: You want to establish a clear instructions for how your money and other assets will be distributed as well as figure…

Henry “Bud” Hebeler in Memoriam: A Life and Retirement Well Lived

Henry “Bud” Hebeler died on August 21, 2017 in Bellevue, Washington at the age of 84. Bud was a graduate of the Massachusetts Institute of Technology, graduating with three degrees, numerous awards and several fellowships.  After graduation he began his career as an engineer at Boeing Aerospace Company and worked his way to becoming president…

Retirement trusts

Expert Interview with Frank Brunetti About Retirement Trusts and Estate Planning

With the world and our culture being more uncertain than ever before, it is exponentially more important to begin thinking about life after retirement, as well as the lives of our loved ones after we’re gone. And while it may be impossible to predict what the economy may be like down the line, all the…

Elder Financial Abuse: Tips for Protecting Yourself from Strangers and Your Own Family Members

As America’s aging population continues to grow, one crime in particular stands to gain from this booming cohort: elder financial abuse. It has already proven to be a $2.9 billion a year business, but nothing has stopped it from thriving. Why? It’s under-reported and misunderstood, according to the 2014 “Safeguarding Our Seniors” study by Allianz…

6 Meaningful Ways to Leave a Financial Legacy to Your Heirs

When approaching retirement, it’s common for people to start thinking about legacy planning: how they’ll be remembered and what they’ll leave behind. In most cases, leaving a legacy for children, grandchildren, or charities – and other causes people are passionate about –  takes careful planning and the advice of a financial planner. Read on for…