Blog : Estate Planning

Ways to Cut Wedding Expenses

budgeting tips Estate Planning Financial Advisor Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for Women RIA October 1, 2019 Author: Deborah Doyle

Most people consider the start of summer to be the starting of #weddingszn; however, according to a study conducted by Zola, the most popular month to get married the past two years is October.  There are several costs when it comes to planning a wedding. The five most expensive parts though make up 90% of […]

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Guide to Charity and Donations

Charitable Giving Options Estate Planning Estate Planning for Gay Couples March 16, 2018 Author: Woody Derricks

You may dream of someday donating to charities and meaningful causes such as homeless animals, libraries, orphaned children, or disabled adults. These aspirations are commendable, but ensuring that they are achieved requires more than just wishful thinking. By creating a personalized financial plan based on your philanthropic goals, you may not only maximize your charitable […]

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Beneficiary vs. Power of Attorney: The Importance of Understanding Both for Same-Sex Couples

Estate Planning Estate Planning for Gay Couples Power of Attorney January 26, 2018 Author: Woody Derricks

Naming beneficiaries is an integral part of estate planning for same-sex couples. It is important to dictate who should receive what benefits, and when. Beneficiaries do not have any legal authority, though, which means that preparing a power of attorney (POA) document is also crucial – especially for partners who choose not to marry. It’s […]

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Tips for Getting the Most out of Your Pension

Estate Planning Estate Planning for Gay Couples Investment Strategy Pension Retirement Planning April 25, 2017 Author: Woody Derricks

According to, people live an average of twenty years after retirement. If you are planning to use a pension to fund a significant portion – if not all – of your retirement, are you confident that it is going to allow you to live the lifestyle you want? No one wants to outlive their […]

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The Importance of Beneficiary Designations, Especially in Same-Sex Couples

Estate Planning Estate Planning for Gay Couples Financial Advisor for LGBT Couples Financial Planning for same-sex couples April 10, 2017 Author: Woody Derricks

The Importance of Beneficiary Designations, Especially in Same-Sex Couples  The last time you purchased a life insurance policy or set up a retirement account, do you remember who you designated as your beneficiary? As your life changes, your beneficiaries may need to change, too. They should be reviewed periodically, if not annually, to ensure that […]

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20 Tips for Wrapping Up Your 2016 Finances

Estate Planning Financial Advisor Financial Planning Retirement Planning Tax Planning December 15, 2016 Author: Woody Derricks

As the year comes to an end, there are many ways you need to wrap up your finances. From 401k contributions and health care enrollment to beneficiaries and 529s, your actions from now until December 31st can make a significant impact on your 2016 tax return – and your 2017 financial outlook. Here is our […]

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Financial Planning Strategies Post-Windsor

Estate Planning Financial Planning Health Benefits Life Insurance Taxes December 30, 2015 Author: Woody Derricks

With marriage now an option for same-sex couples, more favorable planning options are now available. Here’s a quick checklist for same-sex married couples in the wake of the Supreme Court’s United States v. Windsor and Obergefell v. Hodges rulings. Workplace Benefits: Healthcare Spousal healthcare. Check to see whether you or your spouse can receive better […]

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