Estate planning
Legacy and estate planning begins...
with understanding your overall balance sheet, the importance of titling your assets properly, establishing appropriate beneficiary designations, and the naming of the professionals who will act on your behalf when needed. Getting organized is the first step. Then, it is very important to have a meaningful conversation with family about your legacy.
The articles below offer more insights into this topic.
How to start creating an estate plan
The most common misconception is that not everyone needs an estate plan, but estate planning is for everyone. Here are a few tips on how you can get started today.
Read MoreHidden pitfalls of Crypto
As cryptocurrency continues to evolve as an emerging asset class, it is important to determine how this uniquely positioned investment interacts with other financial planning considerations.
Read More“The talk” during uncertain times
Having a family conversation about your estate and your legacy can be challenging. But, during times of uncertainly, it becomes more important than ever.
Read MoreChanges in estate tax and planning
Even though the current federal estate tax exemption is $12.92 million per individual, planning for potential changes to that exemption is always an important financial planning tip.
Read MoreThe importance of a trustworthy advocate
You often see the terms Agent, Trustee, and Executor in various legal documents. But, what is the difference between these three roles, and why does it matter who you appoint to each role?
Read MoreThe value of a corporate trustee
There are opportunities to create a continuity of wealth advice and guidance from generation to generation while still providing the expertise of a corporate trustee.
Read MoreStop, take inventory, check-in
Taking time to reassess your estate plan on a regular basis is an important habit. Now may be a good time to revisit your will, trust, POA, asset titling and beneficiaries.
Read MoreInterested in information about other topics?
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