What Physicians Need to Know About Living Trusts

Every physician should have a revocable living trust in place to protect your assets and provide peace of mind. You may be asking yourself: Isn’t having a will enough? Haven’t I already taken the steps necessary to ensure that my affairs are managed even after I die? A will is an excellent document to have.…

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Why Physicians Need A Will And How To Put One In Place

Physicians need to know about one of the most important legal documents physicians can use and those are wills. But in the financial planning process, estate planning and wills are naturally overlooked based on displeasure talking about death. I hesitate to write on the topic because I know that the subject of death, or worse…

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Everything You Need to Know About Estate Planning for Physicians

Estate planning for physicians is a tricky subject to navigate. You probably spent the better part of at least ten years of your life sharply focused on one thing: becoming a physician and everything else becomes subsidiary. While the process of becoming a physician may be fraught with stress and focus, the effort results in…

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Digital Assets and Your Estate Plan

The most common item we see physicians have missing when it comes to their estate plans is that they completely forget about their digital assets. When planning an estate, the big-ticket items typically come to mind first, and they should: your will, your major assets, your bank accounts. Determining what will happen to your house…

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Why and When Do Physicians Need to Update Estate Documents

We get it, making updates to your estate planning documents isn’t exactly “fun” or even top of mind for many of us. While looking ahead to the day of our demise can be sobering, planning ahead for our inevitable death will actually help us focus on the here and now. Writing a will and working…

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Everything You Need To Know About Investing In Farmland

Investing in farmland has historically been really hard. For most of American farming history, most farmland was owned by the people who farmed it. That’s slowly changing — and that creates opportunity. Every year, there are fewer and fewer acres available in the U.S. for farmland. But the global population is growing. American farms feed…

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Saving for College Saving for college is a monumental task. The savings aspect alone is enough to warrant questions, debates, and discussions with your family and financial advisor.   The questions are plentiful. How do you know how much to set aside? How much higher can the cost of college continue to climb? How do…

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You would think refinancing medical school debt would be a straightforward task, wouldn’t you? You get a monthly statement, you make a payment, and slowly but surely you chip away at the balance.   Except it feels as if you aren’t moving the needle on your loan balance at all. When you look at your…

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Like it or not, student loans have become a part of our educational experience and it doesn’t appear they’re going away anytime soon. Whether we carry the balance personally or marry someone who has a balance of their own, the $1.5 Trillion America collectively owes in student debt has suddenly become quite personal. It would…

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