Estate Planning

The Gift of Financial Health: Best Practices for Keeping Your Will Up to Date

Estate planning isn’t something you do once and forget about—it’s an ongoing process that helps ensure your financial affairs are in order and your loved ones are taken care of. One of the most important documents in an estate plan is a will, but over time, things change. Life events, financial shifts, and even tax [...]

By |2025-03-17T10:46:38-04:00March 17th, 2025|Blog, Estate Planning|

Advanced Estate Planning for High-Net-Worth Retirees: Solving Real Problems with ILITs, GRATs, and CRTs

Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert sold a successful business, and their combined estate, valued at $15 million, includes a mix of real estate, investments, and life insurance. They want to leave a legacy for their three children while supporting their [...]

By |2025-01-27T13:02:11-05:00January 27th, 2025|Blog, Estate Planning|

First Steps to Starting the Estate Planning Process

Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to provide clarity for their loved ones. Beyond the legal and financial aspects, it's essential to approach this process with sensitivity, acknowledging the emotional complexities involved. Here's a guide to help you navigate estate planning thoughtfully [...]

By |2025-01-13T15:20:02-05:00January 13th, 2025|Blog, Estate Planning|

The Role of Life Insurance in Estate Planning

Have you ever considered how your loved ones will be taken care of after your passing? The answer lies in estate planning and life insurance. When effectively combined, these components offer invaluable financial support to your family and friends. Understanding how to integrate both into a comprehensive plan is key. This guide will help you [...]

By |2024-10-07T14:08:59-04:00October 7th, 2024|Blog, Estate Planning, Insurance|

5 Legacy and Estate Planning Mistakes to Avoid

A key part of financial planning is estate planning. If you’ve got a solid financial plan, but your estate plan isn’t organized well (or doesn’t exist at all!), you might want to consider looking into putting your plan together. It’s a way to pass your hard work down to the next generation, and with the [...]

By |2024-04-08T10:31:48-04:00April 8th, 2024|Blog, Estate Planning|

Securing a Lasting Legacy: Strategies for Building Generational Wealth

In the complex and ever-evolving landscape of financial planning, the ultimate goal for many individuals extends beyond personal wealth accumulation. It encompasses a profound desire to ensure that their legacy endures through their descendants, manifesting as generational wealth. This ambition, while noble, is fraught with potential legal and financial hurdles, particularly in the realms of [...]

By |2024-03-25T10:49:15-04:00March 25th, 2024|Blog, Estate Planning, Financial Planning|

5 Things to Help You Get Started on Legacy and Estate Planning

Do you have a plan for what will happen to your assets when you pass away? This may be something that you should be working into your overall financial plan. Without a specific estate plan and legacy plan, you won’t know what is going to happen to your money after you are gone. 1. Think [...]

By |2024-02-12T10:40:55-05:00February 12th, 2024|Blog, Estate Planning|

Creating and Maintaining Generational Wealth in Retirement

In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task. However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to leave a legacy than to provide financial security? That’s why this article will provide valuable tips and insights to help [...]

By |2023-06-26T09:40:04-04:00June 26th, 2023|Blog, Estate Planning, Financial Planning|
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