Category: estate planning
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How to Share Your Values with Legacy Letters
As you have just recently gathered with families and friends for the holidays, now is a good time to reflect on your values and the...
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Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No...
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Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their...
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Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or...
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5 Steps to Take to Prepare to Care for Aging Parents … Before It’s a Crisis
Taking care of aging parents is one of the most important, daunting, and demanding roles many of us face in our lifetime. Unfortunately, it’s also...
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Webinar Recording: Prepare to Care for Your Aging Parents Before a Crisis
In today’s webinar, we will host a conversation on taking care of a loved one or our aging parents. Taking care of a spouse or...
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5 Best Financial Practices for Attorneys During Uncertain Times
Clarity in Chaos: Securing Your Finances and Estate Plan in Uncertain Times The current climate is stressful, especially when you’re looking a bear market in...
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What To Do When a Loved One Passes: An Essential Timeline
It’s never easy when a loved one dies. Not only are you grieving, but there are painful life decisions to be made, and legal, financial...
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What’s the Financial Plan for Your Aging Parents?
Sooner or later, it happens in almost every family: Your parents are aging, and developing a few health issues. You’d like to be able to...
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Attorney’s Estate Plans: One Big Hurdle, 5 Key Documents
If there’s one thing every attorney knows, it’s how important legal documents can be. One missing signature or misplaced word can throw an otherwise solid...
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9 Ways to Find Financial Simplicity
“Too often, a vast collection of possessions ends up possessing its owner.” – Warren Buffett, GivingPledge.Org It’s wonderful to have a meaningful career, a fulfilling home...
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Top 10 Elements of Good Financial Planning to Act on Now
There is no shortage of receptacles clamoring for your money each day. No matter how much money you have or make, it could never keep...
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