I'm sad as I write this article. A very close client of mine passed away on Sunday. I got to meet Pat 10 years ago but really got to know Pat after her husband
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their savings will be taxed over time. A good way
Wealth Transfer Planning 6 of 6
Blended families are not uncommon these days. But this complicates estate and wealth transfer planning because there
Wealth Transfer Planning 5 of 6
In wealth transfer planning, we often think of how we want to distribute our assets upon death. But what is sometimes
Wealth Transfer Planning 4 of 6
It’s very common to see an estate plan that says “leave all my money to my spouse and then my kids equally.” We call
Wealth Transfer Planning 3 of 6
Proactive wealth transfer planning is about control and leverage. We believe that a successful estate distribution
Wealth Transfer Planning 2 of 6
Uncle Sam is probably an heir of your estate, whether you know it or not. The common misconception is that “my heirs won’t
Wealth Transfer Planning 1 of 6
In our business of comprehensive financial planning, “wealth transfer,” “estate planning,” “legacy planning” are all
3 Ways Charitable Remainder Trusts Provide Tax Advantages
A charitable remainder trust can serve many purposes in one’s financial plan. Clearly, you have
