Estate Planning

Clean Up. Fix Up.

Spring cleaning used to be a time when we really cleaned. Now it’s an expression for an exercise where many of us resolve to “get organized” or “get my affairs simplified” or some version of launching a new year with a better version of the old. As we age, this [...]

2019-03-18T08:22:31-04:00March 18th, 2019|Estate Planning|

The New Tax Law

Time to review your estate plan - Under the new tax law, very few estates will pay federal estate tax. But that doesn’t mean you should cross estate planning off your to-do list. Even though you probably won’t need to worry about estate taxes, you still need to understand [...]

2019-01-16T12:37:49-04:00January 14th, 2019|Elder Law, Estate Planning|

Financial Hospice Eases Passage

Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. The loss of a loved one never comes at a convenient time. It may or may not offer time to prepare for the passage. Ready or not, however, when the time comes the [...]

2019-01-17T20:20:51-04:00April 20th, 2017|Estate Planning|

Elder Financial Abuse? Not in Our Family!

Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. Financial abuse of seniors is on the minds of “watchdogs” and increasingly reported in the press. Most of us react with a shrug and a “Not me or mine.” Actually, we need to [...]

What is a Fiduciary?

Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. Fiduciary – “relating to or involving trust (such as between a customer and a professional; or relating to or involving a confidence or trust” or so says the Merriam-Webster online dictionary. There is [...]

Have You Completed Your Document Bucket List?

Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. Ah, the Bucket List… those important, aspirational, and meaningful experiences we all want before we die. Even if you haven’t written one, you probably have one. There is another “Bucket List” that you [...]

2019-01-19T12:58:42-04:00September 15th, 2014|Estate Planning|

Do You Need a Trust?

Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. Have you attended a seminar recently where you were told that you need a trust? Does your neighbor (brother, co-worker) seem shocked that you don’t have a trust? We should remember that the advice [...]

2019-01-19T14:08:22-04:00December 13th, 2013|Estate Planning|

Have You Had “The Talk”?

Linda P. EricksonLinda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net.Some families talk about everything; other families talk only about the weather. Communication can be very hard, particularly about those subjects that remain “taboo” in many families. I’m speaking here about family finances, family wealth (or [...]

2019-01-19T14:12:54-04:00September 26th, 2013|Estate Planning|
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