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The Informed Dentist

Wills and Trusts

The foundations of your rock-solid estate plan

For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your assets so they’re ready and able to help the people you love after you’re gone. Even if you have made some headway in this area, your plan for your estate is probably a little—and maybe a lot—out of date.

If that describes your situation, don’t fret. Even if you have many moving parts to your finances, you can get on track by focusing on two main areas of estate planning: wills and trusts. Here’s how to do it.

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Five Reasons to Make Philanthropy a Family Affair

Getting your family involved in charitable giving can create a powerful legacy

 

A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organizations that are near and dear to their hearts.

Many of you already make regular and sizable charitable contributions. And we know from research that one key reason successful people like you want to become even wealthier is to help other people increase their own success and advance in the world.

But have you gotten your family involved in philanthropy? If not, you could be missing a truly massive opportunity to teach your children and other loved ones about smart financial decision making and impart key financial values that can guide them throughout their lives. Continue reading

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What’s Your High-Net-Worth Personality?

Here’s why you need to know

As a successful person with big goals, you require truly valuable financial advice that maximizes your ability to achieve your most important personal and professional financial objectives.

That means you need to work with professionals who connect with you. Who relate to you. Who understand you well enough to really “get” what you want your money to accomplish and why.

To get advice that works, it’s important to understand your own high-net-worth personality so you can select and work with advisors who are an ideal match. Continue reading

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The Road to Longevity: Living to 120-and Beyond?

Medical technology can now identify risk factors in the human body long before they impact your health

A medical revolution is underway—one that’s making it possible for us to extend our lives for decades by stopping now-fatal diseases before they can take hold of our bodies. In the coming years, we’ll not only be able to live longer, but also have fuller lives characterized by enduring physical mobility and mental sharpness.

Here’s a closer look at the personal longevity revolution—and what it could mean to you and your family as you seek to live your best life.

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