NEWS & INSIGHTS
Caring about the wellbeing of your children is important at any stage of parenthood and it should extend beyond your lifetime. If you have children, either younger or older, careful consideration of your estate...
What if sudden, unexpected circumstances beyond your control were to prevent you from caring for your pet? You could be in a car accident, have a health emergency or pass away. The caretaking need could be temporary...
Our pets bring a great deal of unconditional love and friendship into our lives. Many people view their pets as members of the family. What would happen to your pet in the event of your death or incapacity? Our pets...
During the current global pandemic, there’s been a rush for people to obtain insurance and update their legal documents such as Powers of Attorney, Wills and Revocable Trusts. While updating your legal documents is a...
When it comes to estate planning, it’s easy to opt for the fastest, simplest and cheapest path forward. Sometimes that includes using transfer on death (TOD) or payable on death (POD) account registrations to avoid...
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...
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,...
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.
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