This edition of Oasis Wealth Planning’s newsletter provides insight on making decisions for the future as well as after you are gone and explains why we embrace market pricing as part of our investment management philosophy.
Naming a trustee as part of your overall estate plan may be one of the most important decisions in the estate planning process. Deciding between an individual or corporate trustee is not easy, but the right decision may help carry out your wishes, avoid family conflict, and minimize costs.
Properly naming beneficiaries in your estate plan starts with understanding your goals and the nature of your assets. With improper designations, you run the risk of not disposing the assets to your intended heirs, an increase in income taxes, or the loss of asset protection and preservation.
Planning your estate can be daunting. Not only is planning for one’s death emotional, the wide variety of available instruments can be confusing. Trusts are one such instrument that you often hear about in estate planning, but do you really need one? If so, what type of trust makes sense?
Life insurance can be an important financial tool for you and your family. However, the fact that you've purchased life insurance doesn't guarantee that the death benefit will be paid.
When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. There are some key steps to consider taking today.
Creating and executing a buy-sell agreement may be one of the most important moves a business owner can make. But, don’t stop there – proper implementation and integration is just as critical.
