Peter Newman, CFASep 8, 20225 minEstate PlanningEstate Planning ChecklistCheck to see if your estate strategy needs any adjustment. Begin by answering these 9 important questions.
Peter Newman, CFAMay 26, 20224 minEstate Planning4 Parts of an Estate StrategyLife is complex and so is estate planning. Gain confidence by having a team help you plan ahead for all of life’s important decisions.
Peter Newman, CFAMay 19, 20223 minEstate PlanningWhat I Learned Reviewing My Own BeneficiariesI reviewed my account beneficiaries and what I discovered cemented my beliefs on the importance of this practice.
Peter Newman, CFAMay 12, 20224 minEstate PlanningKeep Your Trustees And Agents Up To DateIf I don’t set goals for administrative issues like this, they tend to fall to the bottom of my list. I challenge you to do the same.