Posts Tagged Financial Assets

  • Having Multiple Wills Having Multiple Wills

    By Curt Ford Nash Nash Bean & Ford James and Linda created their first wills when their family was young, primarily naming guardians to care for their children and to make sure their financial assets would provide for their children. Over the years, they updated the document to reflec...

  • What’s Your True Legacy? What’s Your True Legacy?

    By Curt Ford Nash Nash Bean & Ford May is a month of celebrations – Mother’s Day, graduations, Memorial Day – not to mention a month of grand events, such as the Kentucky Derby and the Indianapolis 500. Lesser known but still celebrated in May are Teacher Appreciation Day, Armed Force...

  • Beyond the Finances of Estate Planning Beyond the Finances of Estate Planning

    By Curt Ford Nash Nash Bean & Ford April is “tax month” for most of us, and while taxes are on your mind, this can be a great time to consider the outcome of the estate tax on your family. While many people may initially look at estate planning due to tax issues, the reality is only one...

  • Beyond The Wealth: All Families Need an Estate Plan Beyond The Wealth: All Families Need an Estate Plan

    By Curt Ford Nash Nash Bean & Ford Have you ever thought “Hey, I’m not Bill Gates… I don’t have to worry about my estate!” If so, you can join plenty of other people who thought that way; people who thought wrong because a comprehensive estate plan is more than the simple dist...

  • Estate Planning as a Team Sport Estate Planning as a Team Sport

    By Curt Ford Nash Nash Bean & Ford Jan and Don were life-long athletes. During high school, both played several team sports, and they continued to feed this passion with church and community teams as they aged. In addition, when their children were younger, they took turns serving as coach, ...

  • Personal Property’s Place in your Estate Plan Personal Property’s Place in your Estate Plan

    By Curt Ford Nash Nash Bean & Ford John and Jan planned their final years carefully. They purchased long-term care insurance for nursing home care. They wrote a comprehensive estate plan that distributed their assets as they desired. They even planned their own funerals, all to ease the way...

  • Creating a Peaceful Estate Plan Creating a Peaceful Estate Plan

    By Curt Ford Nash Nash Bean & Ford Carol always settled her children’s disputes – from tiffs over toys when they were young to more recent quarrels over who would hold the power of attorney as Carol aged. So it was no surprise when her children went to war over her estate following her ...

  • Two main objectives when buying their next home Two main objectives when buying their next home

    Seniors look to fill two main objectives when buying their next home. We have some answers. By Dan Dolan Dan Dolan Homes It’s been a little quiet at my Sunday open houses for the past couple of months—as expected. During the holidays, most seniors devote their attention to some of li...

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