✦ The CHIP Blog
Retirement & Legacy
Long-horizon planning and what you leave behind.
Retirement & Legacy Law, Legacy and You: Estate Planning with Chioma Deere, Esq.
Estate planning and probate attorney Chioma Deere, Esq., explains how trusts help families avoid probate, what business owners need and how to protect your digital assets. 32:57 Watch →
Retirement & Legacy Protecting Your Legacy: An Honest Talk About Estate Planning
In the first Cultural Coins Live, Dana Wilson and four pros talk estate planning: powers of attorney, health care directives, DIY mistakes and how to protect your legacy. 44:38 Watch →
Retirement & Legacy Money Strategies for Major Life Transitions
Dana Wilson and four pros on planning before major life transitions force your hand: incapacity, powers of attorney, getting organized and choosing the right people. 56:53 Watch →
Retirement & Legacy Avoid These Costly Tax Mistakes for High Earners!
A 90-second tip from Luis Rosa, CFP®, EA, on the most costly tax mistake first-gen high earners make: waiting until tax season. 1:25 Watch →
Retirement & Legacy