How Do I Know If I Need an Estate Plan?
If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in life, you’re not alone. But estate planning is important to consider at any age and is a [...]
How Estate Planning May Help Reduce Future Tax Burdens for Loved Ones
There’s a well-known saying: “Nothing is certain except death and taxes.” But what’s often left out is how closely those two concepts can intersect—especially when it comes to your legacy. Many people spend a lifetime building wealth [...]
Protecting Your Legacy: How to Navigate Wealth Transfer Taxes Amid Uncertainty
Careful planning is essential to help ensure your wealth passes efficiently to your loved ones. With significant changes potentially on the horizon, estate and tax planning remains crucial. The federal estate tax exemption stands at $13.99 million [...]
The Gift of Financial Health: Best Practices for Keeping Your Will Up to Date
Estate planning isn’t something you do once and forget about—it’s an ongoing process that helps ensure your financial affairs are in order and your loved ones are taken care of. One of the most important documents in [...]
Advanced Estate Planning for High-Net-Worth Retirees: Solving Real Problems with ILITs, GRATs, and CRTs
Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert sold a successful business, and their combined estate, valued at $15 million, includes a mix of real [...]
First Steps to Starting the Estate Planning Process
Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to provide clarity for their loved ones. Beyond the legal and financial aspects, it's essential to approach this [...]
The Role of Life Insurance in Estate Planning
Have you ever considered how your loved ones will be taken care of after your passing? The answer lies in estate planning and life insurance. When effectively combined, these components offer invaluable financial support to your family [...]
5 Legacy and Estate Planning Mistakes to Avoid
A key part of financial planning is estate planning. If you’ve got a solid financial plan, but your estate plan isn’t organized well (or doesn’t exist at all!), you might want to consider looking into putting your [...]
Securing a Lasting Legacy: Strategies for Building Generational Wealth
In the complex and ever-evolving landscape of financial planning, the ultimate goal for many individuals extends beyond personal wealth accumulation. It encompasses a profound desire to ensure that their legacy endures through their descendants, manifesting as generational [...]
5 Things to Help You Get Started on Legacy and Estate Planning
Do you have a plan for what will happen to your assets when you pass away? This may be something that you should be working into your overall financial plan. Without a specific estate plan and legacy [...]
