As if financial decisions aren’t challenging enough during lifetime, they can sometimes grow even more complicated at death. This is particularly true when relationships emerge later in life and if you’re part of a blended family. Estate planning for blended families is complicated, but it’s not insurmountable. Here’s where to begin and what you need to know.Read More
For many individuals, one of the most rewarding and challenging journeys in life involves being a parent. Beyond the daily essentials like love, good food, toys, and more that your child will need to learn and grow, there are also a host of financial considerations for you to plan for. These include decisions about childcare costs, healthcare coverage, and estate planning options.Read More
Your estate planning documents express your wishes for your own care and wellbeing during your lifetime. They also guide care for your dependents, define legacies, and provide instructions about other matters in the future.
SageVest Wealth Management recommends that you review these important documents every two to three years; sooner, if you experience a significant life event e.g., marriage, divorce, birth of a child, etc. If it’s time to refresh your estate planning documents, consider addressing these sometimes overlooked items as part of your updates.Read More