by Chad Cardwell | Jul 17, 2019 | Estate Planning, Estate Planning 101 Videos, Financial Advisor
If you have a written estate plan in place, how long has it been since you reviewed it? Were your children minors, and now they have children of their own? Did you live in a state different than the one you live in now? In this segment, we discuss how often you should... by Chad Cardwell | Jun 17, 2019 | All, Estate Planning, Estate Planning 101 Videos, Uncategorized
“Many people do not think about estate planning until it is too late. Reacting to life events is never as effective as planning for life events. When considering the right time to establish your estate plan, consider the major life events that impact you and... by Chad Cardwell | Apr 10, 2019 | All, Estate Planning, Estate Planning 101 Videos, Financial Advisor, Uncategorized
Although the official first day of summer is not until June 21, May marks the beginning of summer for millions of school children across the country. Summer break also means summer vacations, and vacations require planning. In this segment we will review... by Chad Cardwell | Jan 10, 2019 | All, Estate Planning, Estate Planning 101 Videos
Estate planning is a selfless act. Although we derive benefit from knowing that our family will be cared for, it is the future provision for our loved ones that matters the most. When it comes to planning for children, we have to consider many uncertain variables, all... by Chad Cardwell | Oct 28, 2018 | All, Estate Planning, Estate Planning 101 Videos, Financial Advisor
The first step is the hardest one to take. Deciding the right time to begin the estate planning process is a personal matter. For some, they are forced to plan quickly due to an unexpected medical diagnosis. For others, they think that there is no rush to, since they...