Investment Insights Blog | Plancorp | Estate Planning (2)

All in the Family: 3 Steps for Estate Planning

The definition of “family” is more fluid than ever. It’s common to hear of second or third marriages. It’s more socially acceptable for people to cohabitate with a partner without being legally married. Children may live with or be raised by people other than their biological parents. Brothers and Read more…

Alzheimer's Disease: What I Wish I Knew About Caring for a Loved One

My Mamo (grandmother) is no taller than 5’ tall. She has 11 children (4 girls and 7 boys) and over 50 grandchildren/great-grandchildren and counting… She is loved by so many and is the pillar of her family. Yet, she wouldn’t tell you any of this. She has Alzheimer’s Disease, and doesn’t recognize Read more…

5 Questions People Don’t Ask Their Financial Advisor (But Should)

Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific area of concern? Read more…

Your Will: Will It or Won't It?

It is commonly thought that the transfer of wealth upon someone’s death is largely, or even exclusively, dictated by that person’s document known as a Last Will & Testament, or simply, Will. In fact, the term “Will” is often used synonymously with one’s estate plan. Because of this, people too Read more…

Estate Planning: Not Just for the Old and Rich

While executing an estate plan might not be at to the top of your to-do list, it’s one of the most important pieces of your financial plan. I’ll admit, it took me expecting my first daughter to get my estate plan in order—but hopefully this post will motivate you to get your estate plan in place, Read more…

Why Everyone 18 and Older Needs an Estate Plan

I always try to lighten the mood in client meetings when we begin to discuss the topic of estate planning. It is a heavy topic and not an easy one to talk or think about. No one wants to imagine a time in which they are incapacitated or pass away, and they certainly do not want to think of these Read more…

The Right Estate Plan for Your Life Stage

As a former estate planning attorney, this important aspect of financial planning has always been on my radar. But, I tend to be the exception to the rule. The vast majority of people simply don’t think about creating an estate plan; it just doesn’t seem relevant or at the least not pressing. Read more…

How to Avoid Costly Estate Planning Mistakes

For day two of National Estate Planning Awareness Week, do yourself a favor: get these five documents in place. They could save you from costly estate planning errors down the road. Read more…

It’s National Estate Planning Awareness Week

In honor of National Estate Planning Awareness Week, which kicks off today, Plancorp is bringing you daily content, tips and resources regarding this crucial aspect of financial planning. Unfortunately, as essential as estate planning is, an estimated 56 percent of Americans do not have up-to-date Read more…

5 Things to Know in Case You Outlive Your Spouse

While women certainly seem to be taking a greater role in making household financial decisions, men still make the majority of them. The unfortunate reality is that women are much more likely to become widowed. In fact, more than 60 percent of women between the ages of 75 and 84 are single or Read more…

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