The Magic of Writing a Letter
How the magic of writing a letter could help convey your intentions to a beneficiary.
Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
Building a Framework for Family and Charitable Gifts
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
Party of 4 – Estate Planning Basics to Celebrate
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Who Is Your Team’s Financial General Manager
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
Set It and Don’t Forget It
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.
The Magic of Writing a Letter
How the magic of writing a letter could help convey your intentions to a beneficiary.
Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
Building a Framework for Family and Charitable Gifts
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
Party of 4 – Estate Planning Basics to Celebrate
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Who Is Your Team’s Financial General Manager
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
Set It and Don’t Forget It
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.