Blog

The Sum Up Non Traditional Families

The Sum Up: Planning for a Non-Traditional Family (Which Is Probably Yours...

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A recent article in Kiplinger talked about what steps people with non-traditional families should take while estate planning and preparing wills.

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Revocable Trust

When is the Right Time to Establish a Revocable Trust?

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We’ll give you the information to understand what revocable trusts are, how they work and whether you should establish one as part of your estate.

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Living Will vs. Durable Power of Attorney

Living Will vs. Durable Power of Attorney: 8 Differences to Know

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Here are eight differences between a living will and a durable power of attorney.

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The Sum Up Digital End of Life

The Sum Up: A digital approach to end-of-life planning

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A recent article on Scope, the Stanford Medicine blog, addressed this issue and offered a potential solution. Here’s what you need to know.

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Florida Probate Rules

End of Life Planning 101: 8 Critical Florida Probate Rules

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To help you out, here are eight critical Florida probate rules you should know as you work on your will and end of life planning.

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Last Will and Testament

10 Best Practices for Preparing a Last Will and Testament

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The 10 best practices we have listed here will help you prepare a last will and testament properly & minimize the risk of probate complications/disputes.

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Estate Planning 2021

Real Talk: Why You Need an Estate Plan in 2021

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Understand the basics of estate planning and how to start protecting your assets in 2021 by listening to the latest episode of Making it Count.

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The Sum Up Home Equity Retirement

The Sum Up: How to Use Home Equity in Retirement

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A recent US News article looked at several options to use your equity in your home to partially fund your retirement. Here’s what you need to know.

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Retirement Strategies Over 40

Episode 8: Retirement Strategies for People Over 40

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On this episode of Making it Count, hosts Cristina and Will explore retirement savings strategies for people over the age of 40.

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The Sum Up Investing in Real Estate

The Sum Up: Why I'm investing in real estate to fund my retirement

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A recent Business Insider article looked at the benefits of investing in real estate for retirement. Here are 3 strategies you may want to consider.

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Buying Rental Property

7 Strategies for Buying & Owning an Investment Rental Property for Passive...

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Since an investment in real estate can help you to plan for retirement, we thought it would be helpful to list some strategies to earn passive income.

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Investing in Rental Properties

Expert Advice: Making Money by Investing in Rental Properties (for Beginne...

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Investing in rental properties is something that appeals to a lot of people because it offers a way to create reliable streams of income.

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