Proactive Estate Planning
No one likes to talk about their own death, so estate planning is something often put off—or not done at all—with unfortunate consequences. WorthPointe advisor John Chapman talks with estate planning attorney Darlynn Morgan about why it’s so important to have a plan in a recent podcast. In addition to detailing what documents are involved, […]
Read ArticleHear From Morgan About Caring For Aging Parents
The University of San Diego Alumni Association has been creating a series of video interviews with alumni about how COVID-19 is impacting their lives, careers, the job market and more. Recently, the association spoke with Morgan Smith, IMBA, CFP®, a financial advisor at WorthPointe, a registered investment advisor, about the financial planning profession and student […]
Read ArticleEstate Planning in the World of Marriage Equality
This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. For the many couples who could not marry prior to marriage equality, estate planning was vitally important to gain some of the protections […]
Read ArticleEstate Planning
This is an excerpt from Chapter 7 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]
Read ArticleInvesting For Trusts
As part of your overall estate plan, you and your advisor may explore the possibility of using a Trust to accomplish your goals and objectives. Because of the complexity of these financial instruments, it is critical to have a well versed team of professionals in place to guide you through the process. Investing for Trusts […]
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