End-of-Life Planning

While no one wants to think about their mortality, end-of-life wishes are an essential part of estate planning. This type of planning gives you the opportunity to explicitly state what you do and—perhaps more importantly—don’t want. Advanced planning includes writing down your wishes and discussing them with friends, family, and doctors to help prevent potential misunderstandings … Continued

Planning for an American Expat Life

Fueled by the advance of technology, flexibility of remote work, continued expansion of global business, and desirable cost of living tradeoffs for retirees, the ranks of American expats continue to swell. Per the U.S. State Department, in 2020, roughly nine million Americans lived abroad, while a 2022 Gallup poll revealed 15% of Americans would like … Continued

The Basics of Long-Term Care Insurance

July 18, 2023 For many of my clients approaching their retirement years and beyond, this question is a common one: How will I pay for my long-term care if and when I need it? According to the Department of Health and Human Services, 70% of people turning 65 can expect to use some form of long-term … Continued

Do I Really Need a Trust to Avoid Probate?

July 14, 2022 If you have a 401(k), an IRA or a life insurance policy, you’re likely familiar with a beneficiary designation form and how it works. An individual or entity of your choosing can be named to receive your assets when you pass away. You even have the flexibility to allocate the percentage each … Continued

Top Things to Know Before Retiring Abroad

July 13, 2022 When you consider your future retirement, you may have specific ideas and preferences in mind. Perhaps one such preference is retiring in another country. While doing so can be full of fascinating possibilities and great happiness, there are specific things to be keenly aware of when structuring your successful retirement plans. • … Continued

The Basic Principles of Estate Planning

June 9, 2022 Senior Wealth Manager and Shareholder of Sand Hill Global Advisors joins Jennifer H. Friedman, Partner at Jorgenson, Siegel, McClure, & Flegel, LLP discuss the importance and principles of estate planning to help you better understand how to prepare for your future. Below is a transcript of the video interview. Elizabeth Cody:Welcome everybody … Continued