Tag Archives | Estate Planning

Giving Kids the Best Financially

Almost all the financial decisions parents make around our kids have one thing in common: we want what’s best for them. This is the case whether we’re setting the amount of an allowance for an eight-year-old, helping a teenager make college choices, or deciding whether to loan adult children the money for a down payment […]

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Sarah Cited in Article on Dementia and Financial Planning

An October 20 article at New Retirement, titled “How to Deal with Dementia or Alzheimer’s: 5 Retirement Financial Planning Steps,” focuses on preparing for and coping with the financial challenges of dementia. One of the keys to preparing for this possibility in retirement is “to have everything organized and known sooner rather than later.” That […]

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Let Heirs Know Your Legacy Plans

Estate planning can be one of the most emotionally difficult aspects of financial planning. One often-overlooked aspect of estate planning is talking with your heirs about your legacy plans. While most of us probably accept in theory that these conversations are important, actually carrying them out can be terribly difficult. Here are a few suggestions […]

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Rick Cited in CNBC Piece on Estate Planning Errors

What’s the biggest issue we find at KFG when reviewing new clients’ estate plans? Surprisingly, it’s poorly drafted documents. Find out more about how to avoid this and other estate planning mistakes in a recent CNBC article by Deborah Nason titled “How to avoid estate, will blunders.” Rick is one of the advisors quoted in […]

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Rick Cited in Wall Street Journal on Best Assets to Leave to Heirs

When you plan the best strategies for withdrawing money to fund your retirement, one factor to consider is which types of accounts are best to leave to heirs. An article by financial writer Andrea Coombes in The Wall Street Journal (June 2 online and June 3 in the print edition) has some excellent information about […]

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