When is the last time you reviewed your estate documents? Join our estate planning expert, Amy, as she walks you through the important parts of any estate plan and what to consider during 2020.
by Amy Sbrusch, Senior Tax Manager
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… https://www.weinsteinspira.com/blog/2020/10/estate-planning-during-covid-19-era/
High net worth singles need to be actively and creatively thinking about their line of succession and how their estate will be handled. Don’t go at it alone! Pick up a few tips from Amy in this post.
Amy Sbrusch, CPA, Tax Manager
The more wealth you accumulate over your lifetime, the more important it is to think about legacy and estate planning. For married… https://www.weinsteinspira.com/blog/2020/02/estate-planning-tips-high-net-worth-singles/
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.
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.… https://www.weinsteinspira.com/blog/2019/07/video-executor-responsibilities/
Determining assets and liabilities, as well as who your beneficiaries are, can go a long way toward planning for the future. Wondering what else to take into account? Check out our new blog!
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… https://www.weinsteinspira.com/blog/2017/03/never-underestimate-power-estate-planning/