by Jim Lee | Sep 26, 2019 | Estate Planning, retirement planning
What’s your plan for your estate after you pass away? Do you have a will or trust? Have you discussed your goals with your children or other heirs? Or do you lack any estate planning documents? If you haven’t yet planned your estate, you’re not alone. Nearly 60...
by Jim Lee | Nov 28, 2018 | Estate Planning, Retirement, retirement planning
An estate plan is an important part of any financial strategy, as it can protect your heirs and assets from a number of significant threats. Your estate plan addresses your assets and how they should be distributed after you pass away. You can also use it to minimize...
by Jim Lee | Jul 8, 2018 | Estate Planning
Thinking about your own passing may not be a pleasant exercise, but it’s an important one, especially if you have children or other dependents who rely on you for support. That’s why estate planning is such a critical component in any comprehensive financial plan....
by Jim Lee Financial | May 22, 2018 | Estate Planning
According to a recent small-business survey from Nationwide, half of respondents said they don’t have a succession plan. Among those without a plan, 47 percent said they didn’t think such a plan was necessary. An additional 22 percent said they didn’t have time or...
