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Tag: Estate planning

Five Estate Planning Steps for Disney Cast Members

If you were to become incapacitated or pass away, an estate plan helps to ensure that whatever your wishes are during that time are followed through with. Here are 5 things you should do to create a solid estate plan.

What Is a Trust and Do You Need One?

When it comes to estate planning, there are several key documents that most people use to set up the transition for when they pass or become incapacitated. One of the primary documents many people use is called a trust. Learn more about what a trust is and whether you need one in this article.

Strategy Case Study: Couple in Late Fifties Who Work at Disney

If you’re in your late 50s and looking to start making the transition to retirement, following the suggestions in this case study is a great start.

What Is a Will?

One of the primary documents in estate planning is a will. To help lay the groundwork for your estate planning, here are four things to know about this crucial document.

What to know about retiring to Florida

What to Know About Retiring in Florida

Retiring in Florida is a goal of many and for good reason. Understanding the nuances of the state will help you properly plan.

how to retire with 10 million

How to Retire with $10 Million 

You’ve worked hard to retire with $10 million. Protect your wealth by focusing on five key areas.

How to Retire with Confidence: A Financial Case Study

Today we will look at a financial case study that offers proof of financial planning’s importance and why it should be a priority. You will also find five key steps to consider for your financial and retirement planning.

How to talk to your family about aging

How to Talk to Your Family About Aging

Deciding how to talk to your family about aging doesn’t have to be difficult. These tips can help open the door to having the conversation.

Disney Cast Member Benefits - Legal Plan

Disney Cast Member Benefit – Legal Plan

If you are a Disney Cast Member, you may be eligible for an awesome employee benefit, access to legal services. You may think though, why do you need an attorney?