Posts Tagged ‘estate planning’
4 Steps to Protecting a Child with Disabilities
Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special needs, that cost can more than triple. If you’re the parent of a child with special needs, it’s vital to ensure your child will continue to be provided for after you’re gone. It…
Read MoreHow To Know When It’s Time To Sell Your Home
Feeling overwhelmed about selling your home? Let CCR guide you through the process.
Read MorePlanning, Saving, and Spending Over a Lifetime
Check out these seven major events where savings can make a huge difference in helping you enjoy life’s special moments.
Read MoreManaging Debt: Don’t Go It A-Loan
Are you juggling multiple loan payments each month? With the right plan, you can go from just getting by to getting ahead.
Read MoreLeaving a Legacy Saving for Your Family’s Financial Future
Estate planning is not just for the elderly – it’s a crucial tool for anyone looking to secure their family’s financial future.
Read MoreDon’t Delay an Important Discussion
If you’re reluctant to speak to your adult children with information regarding your retirement plan, here are some suggestions to get you started.
Read MoreWhat to Expect When Working with Your Estate Planning Team
When creating an estate plan, you may be asked to provide information on family and other beneficiaries, health, assets and liabilities, existing plans, and goals.
Read MoreEstate Planning for the LGBTQ+ Community
Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.
Read MoreTips for Leaving an Inheritance to Family
Leaving an inheritance to your family is a thoughtful gesture, but it’s important to consider potential disruptions.
Read MoreThe Power of a Trust
Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.
Read MoreCreating a Comprehensive Estate Plan
Stop putting off your estate plan! It may seem overwhelming, but we’re here to guide you every step of the way.
Read MoreEstate Planning Checklist
Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.
Read MoreEstate Planning as a Family
Consider estate planning as a family. Take control of the conversation by discussing your wishes with children and other family members.
Read MoreEstate Planning for Small Business Owners
If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.
Read MoreHow Interest Rates Can Impact Your Mortgage Costs
Dreaming of buying a home? Learn more about how changing interest rates can affect your mortgage payments.
Read MoreAcquaint Grown Children with Your Financial Affairs
Informing adult children about personal, financial, and estate planning information can ensure they take timely action during emergencies.
Read MoreCritical Estate Documents
Understanding the difference and benefits of financial & healthcare documents is vital to your estate plan.
Read MoreAvoid Common Missteps When Naming Beneficiaries
Here are typical gaps we see in the estate planning process, which you can avoid by being aware of them.
Read MoreThe Difference Between Trusts and Wills
Do you know the difference between a will and revocable trust? If not, now’s the time to learn.
Read MoreA Quick Primer On Living Wills
Consider implementing a living will to ensure you’re protected in case of the unexpected.
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