It's important for most people to have a solid estate plan. For widows, paying attention to the details becomes more critical than ever. Without your spouse to fall back on,…
Elliott Weir, CFPOctober 25, 2019
For many affluent individuals, estate planning extends well beyond tax planning. It involves very personal decisions about the distribution of future wealth. Spendthrift trusts are sometimes used in traditional estate…
Elliott Weir, CFPJuly 19, 2019
In this new series, I'd like to spend some time addressing common myths and misconceptions about your personal finances. First up is the topic nobody likes to discuss - life…
Elliott Weir, CFPJuly 12, 2019
One of the most difficult experiences in life is when a spouse dies. While grieving the loss of your partner, you may also feel overwhelmed by the important financial decisions…
Elliott Weir, CFPJune 21, 2019
Estate planning has traditionally focused on minimizing estate taxes and directing the disposition of your assets after death. Yet, in today’s modern world, managing your affairs has become even more…
Elliott Weir, CFPMarch 23, 2018
When you lose your spouse, evaluating your finances may take a back seat to more pressing concerns. But even amid the grief that accompanies the death of a loved one,…
Elliott Weir, CFPSeptember 22, 2017
Will you be prepared? Will your family be prepared? That horrible phone call comes: A loved one is in critical condition. Or has passed away. You are a mom, dad,…
Elliott Weir, CFPSeptember 1, 2017
Your favorite charity can benefit from your savvy planning! For millions of Americans, "charity begins at home." Many have decided to make a difference by donating money to local religious,…
Elliott Weir, CFPAugust 4, 2017
Will your adult children spend your money before you do? A Parent's Dilemma Ann may run out of money. Her deceased husband Ed and she saved prudently. Those savings and…
Elliott Weir, CFPJuly 7, 2017
To some, the term estate planning conjures up images of mansions and luxury, so why can’t "regular people" afford to ignore it? _____ Note: I am NOT an attorney!…
Elliott Weir, CFPJune 9, 2014
How can writing one check create a lifetime of memories for your grandchildren? _____ During my years working directly with life insurance, I learned a lot of unique ways…
Elliott Weir, CFPMarch 20, 2014
How much do you know about the financial planning and preparations your parents have completed? It can be an uncomfortable conversation, but making the effort NOW can pay off for…
Elliott Weir, CFPDecember 16, 2013