Category: estate planning
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Investment Tactics for Estate Plans: Guide for Affluent Investors
Let’s say you’re planning a lifetime trip to trek through the Himalayas. You wouldn’t go mountain climbing without proper planning and the equipment to scale...
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Building a Lasting Legacy: Personalized Estate Planning Strategies
As a high pursuer, you’re likely in a unique financial situation. You may have sold a business or exercised a substantial stock option recently. You...
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The Benefits of Choosing a Fee-Only Advisor for Estate Planning
As Benjamin Franklin once said, “The only thing certain in life is death and taxes.” While that may sound a bit harsh, it’s reality that...
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Advanced Estate Planning Tactics for Wealthy Individuals and Families
Estate planning should be a high priority for every individual and family, especially if you have accumulated substantial wealth. Estate planning in St. George, Utah,...
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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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