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Category: Estate Planning

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  • Your Year-End Checklist

    Business Planning | 12.11

    Question of the Week Your Year-End Checklist Happy Friday all! The end of 2020 is here. And for many of you, 2021 couldn’t come any sooner. Before we get to…
  • To Prenup or Not to Prenup

    Estate Planning | 05.23

    Wedding season is approaching, and I can’t wait for several unions to take place in the next few months. If you’re getting married, you’ve got a lot on your mind…
  • Advance Directives Part II—Health Care Issues

    Estate Planning | 08.30

    Last week, we talked about the durable power of attorney, which enables someone you designate to make decisions when you’re no longer able to do so.  This week, I’ll cover…
  • What is a Power of Attorney and When Do I Need One?

    Estate Planning | 08.23

    How much do you know about the basics of estate planning? If you’re like most people, probably very little. It may surprise you — or it may not — that…
  • Reader Question: Should I Use an Online Estate Planning Tool?

    Estate Planning | 08.16

    Estate planning is most people’s least favorite personal finance topic.  It’s not just that it brings up uncomfortable thoughts of mortality.  You have to get lawyers involved (and who likes…
  • Five Financial Tasks to Complete Before You Have a Child

    Estate Planning | 07.12

    My friends like to joke that I hate kids. They tease me because whenever anyone asks if Ben and I are going to have children, the answer is a resounding…
  • Important Takeaways from the Betterment LGBT Wealth Management Panel

    Estate Planning | 12.07

    This past week, I had the pleasure of speaking on a LGBT Wealth Management Panel for Betterment, one of the country’s leading robo-advisors. We addressed a lot of financial issues…
  • Fixing Your Finances 101: Step 4 – Covering Your Bases

    Estate Planning | 09.07

    You’re over the hump! Just two more steps to go, and you will have what you need to help secure your financial future. As a review, in Step 1, we…
  • Do You Need a Trust?

    Estate Planning | 05.18

    When most people think of the pillars of estate planning, the trinity of will, trust and advance care directives come to mind. While I think all of these instruments are…
  • Five Financial Tasks to Complete Before You Have Your Child

    Estate Planning | 05.19

    My friends and coworkers like to joke that I hate kids. They tease me because whenever anyone asks if Ben and I are going to have children, the answer is…
  • Five Things You Should Update Right After You Get Married

    Estate Planning | 08.20

    Now that I’ve gotten all of the lovey-dovey married stuff out of the way, I wanted to offer five practical documents you should update right after you get married. Reality…
  • Are You in the End Of Life Planning Majority?

    Estate Planning | 04.28

    Happy Monday! I hope you all had a nice weekend. Part of Ben’s and my Sunday routine involves sleeping in, having a nice breakfast, and watching CBS Sunday Morning.  This…
  • The Estate Planning Document That You’re Not Using But Should

    Estate Planning | 12.18

    Ben and I are traveling to Georgia next week to visit my family. I love seeing them over the holidays since I only get to hang out with them once…
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Brian Thompson Financial LLC (“BTF”), is a Registered investment Adviser in the State of Illinois. Based in Chicago, BTF focuses specifically on serving mission-driven LGBTQ entrepreneurs locally and nationwide. Brian Thompson, JD, CFP® is a proud member of NAPFA, XY Planning Network and Pride Planners.