Category Archives: Estate Planning

Estate planning is the process of arranging the distribution of the assets of a person when he or she passes away. Get to know some of the important terms used in estate planning.

A Lasting Power of Attorney Can Save Much Agony

Wealth distribution (estate planning) is an important component of comprehensive financial planning. The intentions of how one’s assets are to be distributed are captured in legal structures like Wills and trusts. In addition, I would advise clients to consider putting in place a Lasting Power of Attorney (LPA) and even an Advanced Medical Directive (AMD). What… Read More »

To The Swinging Single – What You Need to Know About Your Financial Planning

A number of my professional single clients are enjoying ‘single-hood’ – either they have not met the right person or they have no plans to get married.  They also know that because there is a high chance of them remaining single throughout life, they have to be financially independent at every stage of their life… Read More »