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Estate Planning Basics – Your Family Will Thank You

Estate Planning Basics – Your Family Will Thank You

by Amy Sbrusch and Homer Carrillo | Apr 20, 2023 | Estate Planning

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...
Estate Planning Tips for High Net Worth Singles

Estate Planning Tips for High Net Worth Singles

by Amy Sbrusch | Feb 26, 2020 | Estate Planning, Tax

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...

Two Money-Management Lessons for Heirs: Quantify and Qualify

by Weinstein Spira | Jun 28, 2017 | Estate Planning, Tax

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...
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