Estate Planning Archives - Thinking Beyond Numbers

Estate planning can be complicated. You have to contemplate your mortality and decide what to do with all your stuff. Then you have to meet with an attorney and go

by Rich Feight, CFP

Estate Planning

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Estate Planning Basics

Estate planning can seem complicated so much so that we put it off. But put it off too much, and you might regret it. Here are some estate planning basics

by Rich Feight, CFP

Beyond Numbers

Estate Planning

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Using Money to Live a Life without Regrets

Do you have regrets? You might be one of those people with no regrets. But if you have regrets, do some inner (and maybe outer) work so you can live

by Rich Feight, CFP

Estate Planning

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A Donor Advised Fund Strategy for Your Estate

Not all assets are created equal when it comes to giving to charities. The same can be said for donating with your estate. But there is one way to do

What is an Ethical Will?

Two years ago I was at a National Association of Personal Financial Advisors conference in Phoenix when I heard about an ethical will. Elana Zaiman, author of The Forever Letter,

by Rich Feight, CFP

Estate Planning

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Communicating Advance Directives in the Pandemic

The pandemic has changed the way we do a lot of things. We all view healthcare, shopping, dining out differently. You can add Advance Directives to that list now. Advanced Directives Advance

by Rich Feight, CFP

Estate Planning

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7 Estate Planning Mistakes and How to Fix Them

Figuring out what you want to do with your stuff when you die is... well, complicated. Most of the time we sign a stack of papers at our attorney's office

Helping Your Heirs AND Others Through Giving

What is a charitable remainder trust (CRT)? According to Investopedia:Â A charitable remainder trust is a tax-exemptÂ irrevocable trustÂ designed to reduce theÂ taxable incomeÂ of individuals by first dispersing income to the beneficiaries of the

Organize Your Finances: 3 Steps to Estate Planning

When most of us think about Estate Planning, we think about a big, hairy, monsterÂ in the corner that we don't want to deal with. Yet, like many facets of our

Starting Your Estate Plan

In 2011, my wife got the call that her father had died unexpectedly. Within 24 hours, she arrived in Spain for the cremation. After arranging for someone to watch the

by Rich Feight, CFP