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What is a Legacy? It’s More Than Just the Money You Leave to Loved Ones.
Legacy is often associated with the money left to people and institutions that have come to mean the most to us throughout our lives. But your legacy is so much more than that. It encapsulates your values, memories, wisdom, family history, and more that do not...
Estate Planning, Where to Start: 4 Steps to Get You Started with A Secure Plan at Any Stage
The uncertainty thrust upon us by the Covid-19 pandemic has people nationwide asking a common question: estate planning, where to start? In the last twelve months, many have for the first time faced the uncomfortable possibility that they may fall sick and die. In...
Estate Planning for Millennials, Boomers, and Gen-Z: Everyone needs an Estate Plan. What to Focus on During Your Current Stage of Life.
If the Covid-19 pandemic has left one lasting lesson, it is that the future really is uncertain. In the span of weeks, a virus can swarm the world and put everyone’s lives at risk. In light of this, planning for the unknown becomes essential. Every adult, no matter...
Designing an Estate Plan: From the New Business Owner to the Seasoned Entrepreneur
While every adult needs an estate plan, the need is even greater if you own a business. Why? Because business owners’ assets are more complex than those of the average person and protecting them is a matter of maintaining one’s livelihood. This holds true for both...
Four Ways to Incorporate Charitable Giving While Also Adding Value to Your Estate Plan
Estate planning and charitable giving are a natural fit. The golden years of life are about enjoying all you have worked for and preparing the legacy you will leave for future generations. For many, this means identifying causes they wish to support and organizations...
The Top 5 Retirement Mistakes to Avoid
Reaching retirement is the final leg of a long race and like all races, if you don’t plan for the end, you’re more likely to collapse across the finish line than sprint into glory. In the world of sports, preparedness means pacing yourself and packing water; in the...
Investing in your Future: What to Do with an Inherited 401K or IRA
Before the SECURE Act being signed into law on December 20, 2019, a common strategy for ensuring a beneficiary gained the largest possible benefit from an inherited IRA was to “stretch” distributions throughout their lifetime and thereby avoid unnecessary income tax....
Difficult Conversations: How to Talk to Your Parents About Their Need for an Estate Plan
There comes a time in every parent-child relationship where the hierarchy of caretaker and caregiver flips. Rarely is this a comfortable moment—after all, when is change ever easy? What’s important to focus on is, the potential difficulties can be mitigated by...
The Top 8 Reasons to Revise and Review Your Estate Plan
Conventional wisdom states that you should revise your estate plan every three or so years or any time a major life event occurs. This is not only because as you age, your priorities change and your family evolves, but also because estate planning legislation is...
What Women Need to Know About Estate Planning Right Now
On the very short list entitled “Covid-19 Silver Linings” there is one especially noteworthy item: due to the pandemic women, more than at any other time, are taking control of their finances. This is, of course, a development that has been in the works for years....
Using 2020 Finances to Plan for an Improved 2021
You’re far from alone if the idea of revisiting your 2020 financial performance makes you shudder. After all, it wasn’t an easy year for anyone (except maybe Jeff Bezos and Elon Musk). Fully 62% of US adults report falling short of their 2020 financial goals while...
The Importance of Estate Planning for Entrepreneurs & New Small Business Owners
The year 2020 left us little to celebrate and yet it wasn’t without silver linings. To point this out is not to make light of the extraordinary pain so many have suffered (and continue to suffer), but simply to acknowledge the few good things that 2020 left behind....
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