When an individual names you as executor of their will, you feel honored and then reality sets in. What questions should you ask?
Have you been appointed executor to a loved one’s estate? What are your duties? What issues may arise? Knowing more about it will ease some of your stress.
Dave and Elise have healthy savings. They asked Sensible to calculate their financial options based on future family and career decisions.
The Greens want to retire early and spend time with family. Sensible created a financial plan so they could step back from their stressful jobs and relax.
Steve and Maria Henderson, both attorneys, have moved around a lot since they got married. There were colleges and law school, and then, internships and some pro-bono work in an economically depressed area of the US. Now they’re in Massachusetts and are considering making it their permanent home. They’re even contemplating making the switch from [Learn more…]
Remember when you were a kid and grownups asked you what you wanted to be when you grew up? That was then, and this is now. You are a grownup. You’ve finished school, gone to work, and started a family or a business. Now you’re settled, but you still have dreams. Maybe you want to [Learn more…]
Charitable giving truly is the gift that keeps on giving. In addition to the positive feelings you get from giving to a needy charity, a charitable gift can reduce your taxes. In this article I’ll show you how planned giving, which takes into account how your income (and therefore tax brackets) change over time, can [Learn more…]