Legacy Planning Archives - Mattson Financial

What Happens Now?<br/><small>Handling Assets After Death</small>

What Happens Now?
Handling Assets After Death

Post Author:gps
Post published:January 6, 2022
Post Category:Legacy Planning
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This time of year is generally associated with new beginnings, but life doesn’t always abide by our schedule. In December, my mother-in-law passed away. My own mother is approaching her…

The Other Two-Thirds

Post Author:gps
Post published:May 11, 2021
Post Category:Legacy Planning
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When we sit down with a client and help them plan for the future, we consider several things like taxes, investments, income, future long-term care needs, and more. But once…

How Much Time Is Left on Your Tape Measure?

Post Author:gps
Post published:April 27, 2021
Post Category:Legacy Planning / Retirement Planning
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How long do you expect to live? It’s a big question and many of us don’t like to think about it, but it’s an important question. In 2020, the average…

Is Your Money Prepared for the Future?

Post Author:gps
Post published:November 2, 2020
Post Category:Legacy Planning / Retirement Planning
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As I write this, I do not yet know who won the election. Our country may be in turmoil as the votes are counted — or we may know exactly…