Category: Incapacity Planning

Make It Last – Ep 112 – 3 Worlds of Money, Planning for Incapacity, & Fixed-Indexed Annuities

In this episode of Make It Last, Victor dives into both the legal and the retirement world. First, Victor discusses planning for incapacity and managing different financial accounts in that time. Then, Victor goes through the 3 different worlds of money: Banking, Insurance, and Wall Street. How are these worlds defined? How should they be[...]

A Growing Need for Estate Planning

In the coming years, experts predict that the demand for estate planning services and expertise will be greater than ever. As a recent article points out, the nation’s aging baby boomers are currently entering the retirement phase of their life. This “silver tsunami” is increasing the need for retirement and estate planning. American’s senior citizens[...]

Incapacity Planning for Young Adults

Estate planning is often the last thing on the minds of young adults. As a recent article explains, however, incapacity planning is a facet of estate planning that is absolute necessity for everyone, and especially beneficial to young adults. Incapacity planning is one of the first parts of estate planning that young adults should complete.[...]