Creating Your Own Operation London Bridge

13 Mar 2023 -

"London Bridge is down." The plan, known as Operation London Bridge, laid out in exacting detail how the ensuing days would unfold.

Why Estate Planning is Important?

8 Feb 2023 - Estate planning is an important part of being financially stable for the long term.

Protect Your Nest Egg from Inflation

18 Feb 2022 -

After a lengthy period of low-interest rates, there’s now concern about rising inflation.

Valuable Documents and Estate Planning

10 Sep 2020 -

55% of Americans pass away without a will or an estate plan. Here are some of the affairs that should be kept in order before we are referred to as the dearly departed.

Everyone Needs an Estate Plan

24 May 2018 -

Approximately 55 percent of American adults do not have a will or other estate plan in place and, believe it or not, you have an estate.

Financial Planning For Your Passing

15 Dec 2017 - No one wants to think about their own mortality But it is certainly an opportunity to take pause and consider the fact that death happens to all of us.

Everyone Should Have an Estate Plan

11 Aug 2017 - No matter your personal situation, married or single, older generation approaching retirement or younger generation starting out on a career, an estate plan is something that can benefit everyone.

College Savings Plans

31 Mar 2017 - The person most likely to benefit from a college savings plan is obviously the child who goes to college. Keeping your child out of a bottomless pit of student loans is probably the best thing you could do for their finances.

Estate Planning

29 Mar 2017 - If you want to make sure your assets are inherited by the intended parties, no matter the size of your estate, you will need an estate plan. If done right, your plan can also limit the taxes owed by the beneficiary.

A Guide to Estate Planning

27 Jan 2017 - Do you have an estate plan? A basic estate plan is an important financial document for everyone to have, whether you think you need one or not, and here is why.

Money Lessons for Women

19 Dec 2016 - Gender roles in today is society have shifted dramatically from a time when little girls grew up hoping to find a good man who could take care of them financially.

Financial Planning for When You Are Gone

21 Nov 2016 - Death is certain for all of us. The sad truth is that not enough of us take a moment to consider what will happen when we are gone. In fact, 55% of Americans pass away without a will or an estate plan.

September is National Life Insurance Awareness Month

9 Sep 2016 - September is National Life Insurance Awareness Month. In the past many families have viewed life insurance primarily as a way to pay for funeral expenses but it is become much more than that today. Now it is seen as an integral part of estate planning.

Estate Planning Essential Documents

30 Aug 2016 - According to the American Bar Association, more than half of Americans pass away without a will or an estate plan. If you consider the age when a person should be giving serious thought to these things, 62% of Americans aged 45-54, and an even higher percentage of women that age have not drafted wills. Here is a brief overview of the types of documents that are essential to any estate plan, and the reasons why.

Death and Debt

24 Aug 2016 - The death of a spouse is heartbreaking and something that no one really wants to think about. Unfortunately, it is something that needs to be considered and a plan put in place to ease the major adjustment in one is life. The surviving spouse faces more than just overwhelming emotions - he or she may also face the challenge of handling a loved one is outstanding debts.

Power of Attorney Tips

1 Aug 2016 - None of us likes to think about the possibility of something happening that might prevent us from managing our own finances, but it does happen. If you are ill, incapacitated, or just out of the country, you might need someone else to manage your money for a while.

Estate Planning Basics

19 Jul 2016 - Do you have an estate plan? A basic estate plan is an important financial document for everyone to have, whether you think you need one or not, and here is why - With few exceptions, everyone has an estate, even the young child with a bank account in his name that his grandparents set up, or the coming-of-age girl who received a gold necklace for her 16th birthday.

Brexit - Stay Calm and Carry On

8 Jul 2016 - Britain is vote to leave the European Union seems like it should be a strictly local affair - not something to make Americans nervous. But in fact, it may well have something to do with us.

David Lerner Associates: National Healthcare Decision Day

22 Apr 2016 - April 16th was National Healthcare Decision Day. While most people do not always like to talk about what would happen if they were hospitalized and unable to speak for themselves, we are glad this day exists because it brings awareness to the importance of planning for the future.

David Lerner Associates: Estate Planning Essentials

15 Apr 2016 - An effective and smart estate plan is necessary if you want to make sure your assets are inherited by the intended parties, no matter the size of your estate. If done right, your plan can limit the taxes owed by the beneficiary. Here are some helpful tips.

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