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
The Concept of the Four Tax Buckets
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their
At some point in your life, if you have accumulated assets, you may consider using your wealth to help others. Whether that’s a child, a parent, a
Back in December I did a quick Google search for a non-profit I regularly assist. It led me to “The Online Giving Sunday"1 where I read that online
My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly if they already have enough
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One common misconception in financial planning goes like this: Trusts are only necessary for the super wealthy. True, estates over $5.45
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Sometimes those we love need financial help. Life can throw us curveballs and having friends and family to support us is a wonderful thing. But
