Estate Planning
Estate planning is a complex and emotional process.
The more you can do today to ensure that your assets are passed on your spouse, children or favorite causes efficiently, the easier it will be for them when you pass on.
But even when your estate plan is fully realized, there are steps you should take to make sure your best interests are protected should you become physically or mentally incapacitated.
Canby Financial's team of experienced fee-only financial planning professionals can work with you and your estate planning attorney to incorporate a tax-efficient estate plan into your overall financial plan and to help you choose appropriate family members or friends to serve as your healthcare and financial proxies.
Contact us to learn more.
Canby Financial Advisors' Executor Guide provides explanations of common responsibilities and action items for family members or friends who are appointed executors of an estate. To request your complimentary copy, contact us.
Chris Gullotti outlines the importance of specifying what will happen to your wealth if one or more of your heirs passes on before you do.
Martin Baker explains why when your Power of Attorney goes into effect is as important as who you give it to.
Chris Gullotti explains the importance of making four critical decisions to help protect you and your family if your health starts to decline.
Chris Gullotti explains why your heirs may benefit more by receiving gifts from you while you're still alive rather than inheriting your wealth after you pass on.
Chris Gullotti stresses the importance of removing the online footprint of those who have passed on.
If you're the parent of a disabled child, there are important steps to take to make sure they're protected after you're
It's important to understand the differences between trusts and wills. since they serve very different purposes.
