by Chad Cardwell | Sep 18, 2018 | All, Estate Planning, Estate Planning 101 Videos, Financial Advisor
Just as you have a team of experts in various fields when it comes to your physical health, you also should have a team of experts to assist you in maintaining your financial health. In this segment, we identify two members of your financial health team, and explore... by Chad Cardwell | Aug 14, 2018 | All, Estate Planning, Estate Planning 101 Videos, Financial Advisor
In a previous segment we identified the four parts of an estate plan. Now let’s look at one of those parts in more detail. The Last Will and Testament states who you want to receive assets from your estate after you death. Often people think their intentions are... by Chad Cardwell | Jul 10, 2018 | All, Estate Planning, Estate Planning 101 Videos, Financial Advisor
In our last segment we discussed a complete estate plan. In this segment we look at the Last Will and Testament and its importance in how to you transfer assets to your loved ones. Disclaimer: This content is provided for our clients, advisors, friends and other... by Chad Cardwell | Jun 12, 2018 | All, Estate Planning, Estate Planning 101 Videos
The thought of investing time and effort into creating an estate plan may be the last thing on your mind today. Many people think estate planning is only for the rich, or people with complicated assets, or for people “much older,” but that is not... by Chad Cardwell | Mar 28, 2018 | All
When most clients think of the word “audit,” they think something bad is coming down the line. The word “audit” typically is used in connection with a tax audit, something every taxpayer dreads. However, an audit is not always a negative event. Audits can be a...