In this issue of our Estate Planning Newsletter

Money Jars for Mental Accounting

All money is still only money, but savers and investors easily fall prey to the fallacy of creating mental categories for dealing with their assets. This may depend on how the investor earned their money or if they feel an emotionally attachment to their dollars. Click through to learn about a more rational way of thinking about money.

How To Avoid Common Trust Errors

Are you expecting your assets to be transferred to your heirs efficiently and effectively by way of a well-designed trust? Unfortunately, there are many common mistakes that often arise, which can disrupt your plans and frustrate your loved ones in the process.

Habits of Successful Investors

An important part of any estate plan is a long-term investing strategy. This means keeping your eyes on the horizon and not on the daily headlines.

Don’t Let Inflation Run Away With Your Retirement

An important part of any estate plan is a long-term investing strategy. This means keeping your eyes on the horizon and not on the daily headlines.

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