Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death. It is a critical… Read More
Ensuring Your Legacy
Legacy of Love: 10 Questions to Help Families Prepare for a Wealth Transfer
Wealth transfer is more than just a financial transaction; it’s an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful… Read More
Use Estate Planning To Protect Your Finances This Year
With the turning of the calendar and the start of a new year, resolutions are in the air. As you go about welcoming new possibilities, January marks the perfect time… Read More
How to Pay for Long-Term Care: 8 Strategies
For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not… Read More
Biden’s Tax Proposal Requires a Closer Look at Your Estate Plan
The American Families Plan proposal released on September 13th, 2021 would reduce the estate and gift tax exemption from $11.7 Million ($23.4 Million for married couples) down to $5 Million… Read More