by Agili Blog | Jun 29, 2017 | Estate Planning
Written By: Sarah Caine, CFP® I wrote a blog entry a few years ago called “Difficult Decisions” which focused on the importance of talking to your family about estate planning issues – both yours and theirs – before a crisis occurs. Around that time, I found a great...
by Agili Blog | Mar 31, 2017 | Estate Planning
Written By: Jen Pieson We talk about beneficiary designations a lot, but that’s because it’s so important. Verifying your beneficiary designations takes only a few minutes, and can avoid real problems down the line. What kinds of accounts have beneficiaries?...
by Agili Blog | Sep 30, 2015 | Estate Planning, News
Written By: Lisa Strohm Supreme Court Ruling On June 26th of this year, in Obergefell v. Hodges, the Supreme Court historically ruled that the Constitution guarantees the right to same-sex marriage. This important ruling translates into significant financial, estate...
by Agili Blog | Aug 23, 2013 | Estate Planning, Money and Kids
Prenuptial Agreements have a negative connotation that makes them difficult to discuss, even in the most appropriate circumstances. As soon as the word ‘prenup’ comes up, a person is likely to feel defensive or unhappy. No one preparing for marriage wants to think...
by Agili Blog | Jul 18, 2013 | Estate Planning, Money and Kids, Retirement Planning
Written By: Tom Gates My Dad is facing a dilemma of how to plan for his collections when he can no longer appreciate them. It is an eclectic set of collections: porcelain military figures of the Napoleonic era, 19th century piggy banks, and early 20th century...
by Agili Blog | Jun 19, 2013 | Estate Planning
Written By: Sarah Caine A few months ago, I wrote a blog entry called, “Difficult Discussions”. It focused on the importance of talking to your family about estate planning issues – both yours and theirs – in order to be better prepared in the...
