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The term “estate planning” may bring angst and hesitation to some, but hopefully this brief write-up will encourage you to start the process. It is a lot simpler to get started than you might think! There are many reasons why families delay important planning related...
Our world has been turned upside down, and the year 2020 will forever be remembered as the year of COVID-19. With everything that is happening around us, both young and old are wondering: What if I contract COVID-19? Are my affairs in order? Will my family know my...
The more wealth you accumulate over your lifetime, the more important it is to think about legacy and estate planning. For married individuals, all assets normally go to the surviving spouse, unless otherwise specified. However, singles need to be more actively (and...
Being an executor of an estate is an honor but also a big responsibility. Are you up to it? Amy is letting you know your responsibilities as a loved one’s estate executor. Contact her here if you have any questions about being an executor of an estate. Executor...
You may be mid-career and saving for retirement or getting ready to jump into a retired lifestyle. Whatever stage you’re in, any tax consultant or financial advisor will tell you, “the best time to plan for that eventuality is now.” This is especially important in the...
Have you heard of a letter of instruction or ‘love letter’ that accompanies someone’s will? Amy is showing you what types of items you can include. Contact her here if you have any questions about your letter of instruction.
“All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.” ~ Jim Rohn, Entrepreneur and Business Philosopher As life unfolds and businesses evolve, the accumulation of assets grow, from...
When was the last time you reviewed your will? Amy is sharing a few reasons why you should consider updating your will. Contact her here if you have any questions about your estate planning updates.
Estate planning in 2019 is changing with the tax bill! In the video below, Amy is sharing the new tax updates that may affect you
How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family? Unfortunately, we can’t give you all the answers in the context of one blog post. But we can...
Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves coordination between various entities and individuals. In order to see successful...
In estate planning and the transfer of wealth, there are various financial tools to help the next generation “test the waters” of sound money management, including trusts and partnerships. At some point, however, the heirs take over and the risk of errors may...
Our estate planning team understands how important preserving wealth can be for future generations of loved ones. If your estate is over a certain dollar threshold, your tax due can be significant, so early planning is even more beneficial. Determining assets and...