Insights, Advice, and Conversations to Shape Your Financial Future
DISCUSS WITH RUSS
“Discuss With Russ” is your go-to resource for navigating the complex world of personal finance. Whether you’re looking to manage risk, seize new opportunities, or avoid common financial pitfalls, our blog offers insights to help you succeed at every stage of your financial journey.
We’re here to provide actionable strategies and thoughtful guidance to help you take control of your financial future.
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Checklist for What to Do When a Spouse or Parent Dies
Knowing exactly what to do when a spouse or parent dies can be difficult, but mistakes and oversights can be costly or lead to serious problems down the road. This checklist will help ensure you know what to do when a death occurs.
Checklist for Estate Planning: Review Estate Planning Documents
Because your estate is continuously changing and the circumstances that affect your estate can shift over time, it is important to keep a close watch on your estate plan and make adjustments as needed. This checklist can help you cover all the bases.
10 Smart Tips for Getting Organized with Estate Planning
Creating an estate plan in case of your death or disability can help your heirs avoid unneeded stress and uncertainty. Here are 10 steps to follow.