Estate Planning Archives - CAM Investor Solutions

Estate Planning Basics

Do you know who will make medical decisions for you if you're too ill? Estate planning is more than just having a Will. Learn the basics.

Cultures rich with filial loyalty don't need social security and nursing homes. But what toll does elder care play on family members?

You maybe financially prepared for retirement but is there anything else to consider? How about your mental and emotional health?

If something happens to you, does your family know all your passwords and assets? Create your estate folder today. Here's a list.

Working with a fee-only advisor can ensure you are objectively reviewing annuities to determine if they're right for your long-term income needs.

Financial literacy is a broad topic. When younger it's about savings and interest. Once working there is a lot more to know!

Have you ever wondered what you need - a will or a trust? They are very different and each persons needs are unique.

Do you want to save on taxes and grow your retirement wealth? Roth accounts are the answer. Roth IRAs, Roth 401(k)s, Mega Backdoor Roth's and more!

Would you like to avoid the horrible fate of probate? Help your family avoid a not-so-fun adventure in the mystical realm of 'intestacy'.

Have you heard about "year-end planning"? What does that mean and what do you need to do before 12/31? Check out our list.