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Organizing Your Finances for End-of-Life Planning

Organizing Your Finances for End-of-Life Planning

by Jason Sacks | Aug 29, 2024 | End of Life Planning, Estate Planning, Financial Planning, Seniors

Throughout our lives, we take on many responsibilities as we care for our loved ones. Whether it’s raising children, supporting aging parents, buying a home with a spouse, or saving for retirement, life moves from milestone to milestone, often surprising us with how...
Professionals Who Can Help With End of Life Planning

Professionals Who Can Help With End of Life Planning

by Jason Sacks | Jul 31, 2024 | End of Life Planning, Estate Planning, Financial Planning, Retirement, Seniors

It’s not uncommon to want to shy away from discussing end of life planning. The thought of losing a loved one, or facing our own mortality, can be emotional. Sometimes this stress causes us to postpone these conversations until we are faced with a pressing situation...
A Guide for Speaking with Your Senior Parents About Estate Planning

A Guide for Speaking with Your Senior Parents About Estate Planning

by Jason Sacks | Apr 29, 2024 | End of Life Planning, Estate Planning, Financial Planning, Seniors

Does the thought of speaking about estate planning with your aging parents make you uncomfortable? Many people have been raised in families where discussing topics that involve money are taboo, and since will and estate planning can bring up lots of feelings about...
When Should I Start Estate Planning?

When Should I Start Estate Planning?

by Jason Sacks | Mar 27, 2024 | End of Life Planning, Estate Planning, Families, Financial Planning, Seniors

Is there a right time to start estate planning? Well, yes and no. We have all had moments where we see an old picture and think – where has time gone? It’s easy for months and years to blend into each other, but it’s important to remember that even if we haven’t...
Estate Planning vs. Will: What’s the Difference?

Estate Planning vs. Will: What’s the Difference?

by Jason Sacks | Feb 29, 2024 | End of Life Planning, Estate Planning, Families, In The News, Seniors

A recent survey found that “40% of Americans don’t think they have enough assets to create a will, and even fewer have an estate plan.” These numbers are alarming considering that if you neglect to tackle your will and estate planning, it only means that you are...
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