Category: estate planning
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What To Do When a Loved One Passes: An Essential Timeline
It’s never easy when a loved one dies. Not only are you grieving, but there are painful life decisions to be made, and legal, financial...
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What’s the Financial Plan for Your Aging Parents?
Sooner or later, it happens in almost every family: Your parents are aging, and developing a few health issues. You’d like to be able to...
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Attorney’s Estate Plans: One Big Hurdle, 5 Key Documents
If there’s one thing every attorney knows, it’s how important legal documents can be. One missing signature or misplaced word can throw an otherwise solid...
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9 Ways to Find Financial Simplicity
“Too often, a vast collection of possessions ends up possessing its owner.” – Warren Buffett, GivingPledge.Org It’s wonderful to have a meaningful career, a fulfilling home...
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Top 10 Elements of Good Financial Planning to Act on Now
There is no shortage of receptacles clamoring for your money each day. No matter how much money you have or make, it could never keep...
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College Funding Factors: First Are Candid Family Conversations
Last week we talked about how families are seriously overdue for some candid, in-depth conversations about the costs and benefits of higher education. You can...
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Who Will Raise Your Kids if You Cannot?
Who will raise my kids if I cannot? As huge and unthinkable as the question is, it’s no wonder that I hear excuses all the...
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Coming Up Short in Your Financial Life? 10 Financial Best Practices to Jump-Start Your New Year
Happy Holidays! As we wrap up the current year, one of the best presents you can bestow on yourself and your loved ones is the...
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The Art and Science of a Satisfying Retirement
As many families as there are in the world, that’s how many different ways there are to enter into what we collectively call “retirement.” That...
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![Don’t Let Your Estate Planning Intentions Go Nowhere [Use these 5 Documents]](https://cogentsw.com/wp-content/uploads/2023/05/Key-estate-docs-you-need-1.jpg)
Don’t Let Your Estate Planning Intentions Go Nowhere [Use these 5 Documents]
Have your estate planning aspirations gotten out of hand? It happens. You start out with the best intentions when you’re younger and your list of...
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Why You Need a Revocable Living Trust
You want to build and protect your wealth, and you want to use every tool at your fingertips to make that happen. But when someone...
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Is It Time for That “We’re Not Getting Any Younger” Talk?
If you are in your 60s, give or take, it may seem like only yesterday that you were having “that talk” with your children. You know, the...
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