Posts Tagged: Estate Planning

The 2020 Election and Estate Planning

A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to review your estate plan now, not after the election. more >

7 Principles of Wealth Management

Having a solid foundation of wealth management knowledge and a clear vision of what you’d like to achieve can help keep you on the path to financial success during COVID-19. more >

You’ve Heard of the Prenup. What About a No-Nup?

When living with your significant other, financial matters are unavoidable. Equity, fairness and protecting your own personal interests are important areas to discuss. Learn how a cohabitation agreement can help set clear expectations. more >

How to Raise Charitable Children

When it comes to raising children with a giving mindset, it’s important to focus on teaching them empathy. Learn five tips from a client who specializes in helping families create successful giving plans. more >

All About the LLCs

Limited liability companies offer several advantages to holding and protecting assets. But they require management and have additional costs. Learn about LLC basics, including the benefits and pitfalls of this special structure. more >

Wealth Transfer: The Emotional Side of Money

When crafting a wealth transfer plan, it’s important to know there are two sides of money: the intellectual side and the emotional side. Learn how tackling the emotional aspects first leads to a more satisfying plan for you and future generations. more >