Resources
Buy-Sell Agreements for Business
Planning for your future and beyond.
01.02.20 ResourcesThe Importance of TOD & JTWROS Designations
A convenient move that could ward off probate on your accounts.
12.19.19 ResourcesCan You Put Your IRA into a Trust?
What you should know about naming an IRA beneficiary.
11.19.19 ResourcesFinancial Life Document Organizer
Purposeful organization to create calm during life’s transitions.
06.13.19 ResourcesMajor Risks to Family Wealth
Will your accumulated assets be threatened by them?
05.10.19 Estate and InsuranceInsurance When You’re Young and Single
Coverage can be a great comfort, even in youth.
04.12.19 Estate and InsuranceTeaching Your Heirs to Value Your Wealth
Values can help determine goals & a clear purpose.
04.08.19 Estate and InsuranceWhy You Might Want to Create a Donor-Advised Fund
A DAF can be a great way to give, with potentially great tax breaks.
11.15.18 Education PlanningShould You Leave Your IRA to a Child?
What you should know about naming a minor as an IRA beneficiary.
10.21.18 Estate and InsuranceIncluding Digital Assets in Your Estate Plan
What should you know? What should your executor know?
10.21.18 Estate and InsuranceThe Importance of Equitable Estate Planning
Have you considered the factors that may promote inequality in wealth transfer?
10.21.18 Estate and InsuranceMinimizing Probate When Setting Up Your Estate
What can you do to lessen its impact for your heirs?
10.02.18