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... 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...