Check out these three steps to avoid an estate planning “rut” which will help ensure that your wishes are carried out and give your heirs and fiduciaries a better understanding of your intentions.
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
There is a common thread running through the key decisions that we make - everyone wants confidence that they're making the right financial decisions with their resources. In this blog, Ashlee shares three key questions she uses to help bridge that confidence gap and spark open, meaningful conversations.
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills.
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
How the magic of writing a letter could help convey your intentions to a beneficiary.
For many family businesses, the lack of clear succession plans is the most significant challenge.
