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Tag Archives for: "estate planning"
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 Safeguarding Real Estate Inheritance: Essential Estate Planning for Boomers’ Wealth Transfer
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By Michelle Tyler
In Estate Planning
Posted February 21, 2025

Safeguarding Real Estate Inheritance: Essential Estate Planning for Boomers’ Wealth Transfer

Safeguarding Real Estate Inheritance: Essential Estate Planning for Boomers’ Wealth Transfer As the “Silver Tsunami” approaches, a substantial transfer of wealth from Baby Boomers to [...]

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By Bruce Porter
In Unscripted
Posted December 28, 2021

The 3 Pillars Of Planning

The Resource Center’s 3 Pillars Of Planning 2021 is our 20th year in business.  We have worked out of 3 different office spaces, had some employees come and go but the one thing We are here [...]

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 5 Types of Estate Planning
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By Bruce Porter
In Financial Planning
Posted February 12, 2021

5 Types of Estate Planning

5 Types of Estate Planning Written by Will Worsham How Do We Plan There are several kinds of plans and in this blog I will lay out for you a few of the most common and add some personal [...]

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By Bruce Porter
In Unscripted
Posted August 21, 2020

Why Should You Have A Plan? The 5 W’s Of Estate Planning

  “By failing to prepare, you are preparing to fail.” – Benjamin Franklin   Do YOU have a plan? At Estate Planning workshops at The Resource Center, I often begin by [...]

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 Why We Avoid Estate Planning
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By Bruce Porter
In Unscripted, Retirement, Tips
Posted July 9, 2018

Why We Avoid Estate Planning

There are many reasons intelligent, educated people avoid estate planning.  According to a new Caring.com survey, only 42 percent of U.S. adults currently have estate planning documents such as a [...]

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