Trusts vs. Wills – What’s the Difference?

Planning for after your passing can be difficult. But creating a plan for what happens to your estate is highly important for your family and your legacy. If left unattended, your estate can potentially be caught up in arduous court processes and cause disputes amongst your loved ones – and you don’t want to be [...]

By |2022-09-12T03:54:36+00:00September 12th, 2022|Estate Planning|0 Comments

4 Easy-to-Overlook Estate Planning Mistakes

It’s easy to avoid making an estate plan, but not having one won’t be easy on your loved ones. Having your affairs in order can greatly help your family, so consider creating a comprehensive estate plan. Unfortunately, there are many easy-to-overlook estate planning mistakes, such as not naming beneficiaries on retirement accounts, not doing so [...]

By |2022-08-15T00:21:13+00:00August 15th, 2022|Estate Planning|0 Comments

Legacy Planning – Thinking About the Next Generation

You’ve probably passed on pieces of wisdom to your children, but have you considered how you’ll pass on your wealth? Now that you’re reaching a certain age, you may be wondering how you’ll pass on family heirlooms, property, or the wealth you’ve built over many years. Proper legacy planning could be one of the greatest [...]

By |2022-06-20T13:23:58+00:00June 20th, 2022|Estate Planning|0 Comments

Where Could Interest and Tax Rates Be Headed?

Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There are several big changes proposed, and if they come to fruition, you may need to review your tax [...]

By |2021-06-28T11:42:15+00:00June 28th, 2021|Estate Planning, Federal Reserve, Taxes|0 Comments

Preparing the Next Generation to Inherit Wealth

Estate planning is an important part of retirement planning for many reasons: You've worked hard for your money and want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Without careful planning and discussion, you could end up passing [...]

By |2020-08-31T12:30:07+00:00August 31st, 2020|Estate Planning, Financial Planning|0 Comments
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