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Estate Planning Tips for High Net Worth Singles

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/

Two Money-Management Lessons for Heirs: Quantify and Qualify

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 erro…
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… https://www.weinsteinspira.com/blog/2017/06/two-secrets-successful-heirs-quantify-and-qualify/