wiseradvisor
Home > Resources > Estate Planning

Beneficiary Selection and Designation
Estate Planning | Wiseradvisor.com

May 13, 2019
Estate planning is a stressful process, but it is a necessary life step. When you start working with an attorney for estate planning, you...
READ MORE
Estate Planning | Wiseradvisor.com

Feb 24, 2014
Many individuals drastically underestimate the cost of securing private health insurance when they are retiring early, changing jobs, or...
READ MORE
Estate Planning | Wiseradvisor.com

Feb 24, 2014
Do you think it's a lot of work to create an estate plan? It certainly can. However, it may only take a few minutes to create one for your...
READ MORE

Estate Plans and Your Family
Estate Planning | Wiseradvisor.com

Jul 24, 2014
By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to...
READ MORE
Estate Planning | Wiseradvisor.com

Jul 07, 2014
By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to...
READ MORE
Estate Planning | Wiseradvisor.com

Feb 24, 2014
Not to be rude, but just imagine, only for the short time that it takes you to read this page, that it's many years from now and, after...
READ MORE

Information for Executors
Estate Planning | Wiseradvisor.com

Feb 24, 2014
Death is a topic that most people are uncomfortable thinking about. But we should ideally address this topic in a proactive manner...
READ MORE
Estate Planning | Wiseradvisor.com

Feb 03, 2014
When you write a will, you name an executor (or a personal representative) to carry out the distribution and management of your estate...
READ MORE
Estate Planning | Wiseradvisor.com

Feb 03, 2014
If you are asking someone to be the Executor of your estate, do you know what that entails? Have you chosen the right person? If you accept...
READ MORE

Planning Your Estate
Estate Planning | Wiseradvisor.com

May 21, 2019
Estate planning is a wise thing to do to ensure that your family and loved ones are safe and at the same time save them from unnecessary...
READ MORE
Estate Planning | Wiseradvisor.com

Apr 08, 2019
End-of-life planning isn’t easy, but it is critical. You may find it difficult to confront your mortality, but proper estate planning...
READ MORE
Estate Planning | Wiseradvisor.com

Apr 04, 2014
By Justin Stoltzfus March 20, 2014 Even with a lot of advice from financial advisors, and some considerable work on protecting capital...
READ MORE

Will Management
Estate Planning | Wiseradvisor.com

Feb 24, 2014
Many people believe they don't need a will. But if you think you're 'already covered' without writing up a specific will for your estate,...
READ MORE
Estate Planning | Wiseradvisor.com

Feb 24, 2014
What, you might ask, is a piece on estate planning doing on an investment related web site? As most of my regular readers well know, while...
READ MORE
Estate Planning | Wiseradvisor.com

Feb 24, 2014
This is the second article of a short series on basic estate planning tools and considerations. In the prior article, simple wills and...
READ MORE

Need a Financial Advisor in your area?

Resource Categories

* Financial Advisors in our network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.

Copyright 2023 WiserAdvisor.com. All Rights Reserved.