Estate Docs 101 Blog: News and Notes from the Notebook

Estate Docs 101 Blog: News and Notes from the Notebook

Robo financial advisors - digital advice platforms

by Julie Jones on 05/10/17

Recent news has reviewed the status of digital disruption in the financial advice world.   Here are some observations about how the industry has and is being affected - and the impact on clients and their heirs as investment assets are passed on.  Technology is making an impact in all areas of our lives and the wise investor and estate planner keeps abreast of important changes.   See CBS Marketwatch article for details -

$30 TRILLION wealth transfer in next 30 years - some thoughts

by Julie Jones on 04/25/17

See the attached article from CBS Marketwatch regarding the amounts and affects of major money movements from seniors and savers to their heirs.   So many questions must be addressed regarding advance planning, equitable distributions, important conversations, financial and legal planning, professional advice -- never too soon to start the process and take the steps that will provide a lasting legacy.

10 Questions -- BEFORE you retire; be prepared with answers

by Julie Jones on 04/10/17

CBS Marketwatch article on 4/10/17 asks serious questions about planning for retirement - financial matters, lifestyle choices and successful advance preparation.  These questions could be helpful in basic defining life goals and ways of implementation to find security, purpose and satisfaction.


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