Estate Planning & Aging
If you believe you’ll face significant estate taxes, The Ryan-Jones Group may be able to provide you with a customized estate tax analysis that could identify planning opportunities that will increase the amount you will leave to your loved ones, while decreasing the amount of estate taxes that will be incurred.
Estate planning objectives and preferences for receiving care as you age are two of the most important items to discuss with your loved ones. Sharing all of the relevant information is critical to ensure your wishes are carried out.
Loss of a Loved One
The loss of a loved one is an emotionally painful event and is often accompanied by a period of difficult decisions and feelings of lack of control. The information in the provided checklist is designed to help guide you through some of the basic decisions that will need to be made in a timely manner.
Divorce
Divorce is not only emotionally trying; it can also be financially devestating. While divorce can be overwhelming, there are ways to be proactive and take steps to maintain your financial well-being.
Education Planning
When it comes to education planning, what does that mean for parents? As your children age your education planning to-do list should change.
Financial Documents
The checklist below provides a list of documents that will help The Ryan-Jones Group gain a good understanding of your financial situation.