Estate Planning Archives - Crystal Financial

Integrated Process Case Study #2

by Judith Ackland | Dec 13, 2019 | Estate Planning

In our last blog, we talked about how Crystal Financial uses an integrated process that involves looking at our clients’ situations holistically instead of just focusing on what we can do for them. This often involves asking a lot of questions, finding out information...

Prepare for the future with these 3 legal documents

by Judith Ackland | Apr 28, 2017 | Consumer, Estate Planning

This week’s blog is all about the importance of being prepared for the unthinkable. The preparation requires having three simple legal documents: Medical power of attorney. Durable power of attorney. Directive on who should care for and be guardian of minor children...

What can Prince teach us about estate planning?

by Judith Ackland | May 6, 2016 | Estate Planning

One of the big questions discussed in the news after Prince’s death is “Who gets his estate?” According to the media, Prince had not done any estate planning — no will, no trust set up to own his assets and distribute them according to his wishes. Unfortunately, this...

Integrated Process Case Study #2

Prepare for the future with these 3 legal documents

What can Prince teach us about estate planning?

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