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Video: Executor Responsibilities

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/

Maximizing Your Retirement Dollars

How can you maximize your retirement dollars? Karl is sharing six ways to assess your numbers to ensure proper management of your nest egg.
By Karl Wolpert, Tax Manager 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… https://www.weinsteinspira.com/blog/2019/05/maximizing-your-retirement-dollars/

Video: What To Include In Your Estate Love Letter

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.
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… https://www.weinsteinspira.com/blog/2019/05/video-what-include-your-estate-love-letter/

What Will Your Legacy Be? Transferring Wealth to the Next Generation

Wondering what to consider when transferring your wealth to your children and grandchildren? Amy is pointing out some things to think about when planning your legacy.
By Amy Sbrusch, Tax Manager “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… https://www.weinsteinspira.com/blog/2019/04/what-will-your-legacy-be-transferring-wealth-next-generation/

Video: Reasons to Update Your Will

When was the last time you reviewed your will? Amy is sharing a few reasons why you should consider updating your will.
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… https://www.weinsteinspira.com/blog/2019/04/video-reasons-update-your-will/

Video: 2019 Estate Tax Updates

Estate planning in 2019 is changing with the tax bill! Amy is sharing the new tax updates that may affect you.
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. Contact her here if you have any questions… https://www.weinsteinspira.com/blog/2019/03/video-2019-estate-tax-updates/

Tip of the Iceberg: Wealth Transfer Tools for Setting Future Generations up for Financial Success

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. …
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?… https://www.weinsteinspira.com/blog/2017/11/tip-iceberg-wealth-transfer-tools-setting-future-generations-financial-success/

Never Underestimate the Power of Estate Planning

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/