September 2026
Estate Planning Considerations for 2026
Estate planning is the process of coordinating your financial assets, legal documents, beneficiary decisions, and family wishes so that your affairs can be managed properly both during your lifetime and after your death. At AtlanticMidwest Investment Research, we believe estate planning should be viewed as part of the broader financial planning process—not simply as a…
Read MoreFactors to Consider When Updating Insurance Coverage
By Amy E. Buttell and Elaine Floyd, CFP® | Horsesmouth With government health care policies always uncertain and the memory of super storms still fresh, now is a good time to review insurance policies coverage, insurance needs, and emergency plans. Insurance coverage tends to be the stepchild of family financial planning. All too…
Read MoreThe 10 Basic Questions of Estate Planning
By Amy E. Buttell | Horsesmouth It’s not easy to contemplate your own mortality, but a good estate plan can provide for your heirs, protect your assets, and promote family harmony once you’re gone. Estate planning is complex and because it involves facing your own mortality, it can be difficult subject to address.…
Read MoreFinancial Planning for the Generations
By Elaine Floyd, CFP | Horsesmouth In most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all. It is normal, when working with your financial professional, to focus on the needs of your immediate family. If you are a baby boomer, for…
Read MorePlanning Your Legacy: Where to Start
By Elaine Floyd, CFP | Horsesmouth As a generation, baby boomers are starting to wonder how we can leave our mark upon the world. What, besides material possessions, can we hand down to the next generation? How do we capture and define the wisdom and values that we’ve cultivated over decades of experience? How…
Read More5 Key Components of a Comprehensive Estate Plan
By Debra Taylor, CPA/PFS, JD, CDFA | Horsesmouth One of the most important documents you can have is a solid estate plan. Here are five key things to do to give yourself peace of mind regarding your affairs. “I’m too young to need an estate plan.” “I don’t have enough assets to worry…
Read More6 Documents You Need to Preserve Family Legacy
By Debra Taylor, CPA/PFS, JD, CDFA | Horsesmouth You may be surprised at some of the documents we recommend when it comes to estate planning and generational wealth transfer. Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can create havoc within the family if not handled correctly.…
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