Every homeowner knows the drill: when the seasons change, you prepare. You put the snowblower away in the spring, fire up the lawnmower in the summer, clean the gutters in the fall, and dig out the heavy coats for winter. You rotate your tires, swap your wardrobe, and winterize the pipes. Why? Because each season …
Estate Planning Through Life’s Seasons: Why Every Stage Needs a Distinct Plan Read More »
Imagine riding your bike down a hill, wind in your hair, when suddenly—thump, wobble, snap—one of your spokes gives out. That smooth ride? It’s over. Because without all the spokes in working order, the wheel doesn’t roll right. Estate planning is no different. So many people think a will is enough, or that talking to …
Estate Planning Takes a Team: Don’t Roll Through Life on a Wobbly Wheel Read More »
A legacy layered with love, not chaos. Bon appétit and bon testament! Ingredients: Instructions: Serving Suggestions: Pairs beautifully with a well-organized filing cabinet and a bottle of 1998 Cabernet Sauvignon. For extra flavor, accompany with a hand-written legacy letter (and perhaps a cheeky postscript). Bon appétit—and bon testament!
By Someone Who’s Made Mistakes and Learned a Few Things the Hard Way Dear future grandkids, If you’re reading this, first of all—hi! Secondly, congratulations on being awesome. I say that with total bias, of course, but also with great hope that a few life lessons I pass down might just stick. I don’t expect …
One of the most common misconceptions we encounter in estate planning is that it’s a one-time event—a box to check off, a document to file away, and something never to revisit. Nothing could be further from the truth. In reality, estate planning is a process that should grow and evolve as you do. Just like …
After working in the senior services realm for over 22 years, one of the most valuable lessons I’ve learned is that assisting individuals in their estate planning is both an art and a science. The science aspect follows strict rules and regulations, much like the scientific world, where fundamental laws of physics cannot be broken. …
Sailing at night presents unique challenges and requires a heightened level of preparedness, much like estate planning. While both activities can be incredibly rewarding, they also demand careful forethought, knowledge, and attention to detail to ensure a smooth and successful journey. For as long as I can remember, sailing has been a central part of …
Finishing Strong: An Estate Planning Journey delves into the crucial importance of comprehensive estate planning and addresses the prevalent issue of unpreparedness among individuals. The authors, Ronald “Skip” Skolnik and Elizabeth “Libby” Skolnik Budweg, stress that it is the responsibility of every person to take charge of their estate planning, particularly when it comes to …
Embarking on the journey of life requires a strategic roadmap, especially when it comes to securing your financial future during retirement. In the context of estate planning, the absence of a well-thought-out strategy can have significant implications for income, legal concerns, and potential nursing home expenses. As we delve into the statistics, it becomes clear …
Securing Your Legacy: The Vital Role Of Estate Planning in Retirement Preparedness Read More »
I have a friend, Beverly, who has an 80-year-old father, who lives 2 hours from Bev. Her dad went to a public health screening because all of his friends were doing it. The next day he got a call from the free clinic staff saying “Go see your doctor as soon as possible”. He was …
Libby Skolnik Budweg is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Skolnik Retirement Solutions and CoreCap Advisors are separate and unaffiliated entities.
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