Eight Common Estate Planning Mistakes (Aug 5, 2016)

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

Death Of A Family Member Checklist (Sep 10, 2015)

Losing a loved one is a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual’s estate, and provide for your own financial security.

SageVest Wealth Management offers the following checklist as a guide.

Note: Some of the following tasks may have to be completed by the estate’s executor.

Read More