An estate plan is essential to every financial strategy. Having a basic understanding of estate planning can benefit both you and your family. It should allow you to leave a larger legacy, help reduce your transfer taxes and possibly avoid disinheritance.
Client Resources
The Fundamentals of Trusts
Why Create a Trust
One of the most frequently utilized strategies in estate planning is the use of trusts. Trusts were once associated with high net worth individuals as a way to pass money to heirs or charitable organizations, but they are fast becoming a popular tool for everyone. The main reason people create a trust is to have control over who receives their assets. Trusts can offer other advantages such as keeping your estate private, protecting your legacy and avoiding probate.
Market Volatility in Perspective
Short-term market volatility can be trying for even the most disciplined investors. History provides perspective and shows volatility is just the price investors pay for stocks' longer-term returns
Source: Fischer Investments
Financial Freedom for Women: Mastering Smart Savings Strategies
Recent studies reveal a troubling reality: women are falling behind men in retirement savings. Despite this, women are increasingly taking on leadership roles in household finances, driven by factors like inheritance, divorce, and career success.
Renew & Refresh - Updating Your Beneficiaries
When it comes to our important documents, we should never think that once they are established they are permanent as it pertains to our legacy objectives. Throughout your lifetime, whether it is marriage, divorce, birth or adoption of a child, a family death or illness, these moments can alter your original intentions that were established in your estate planning documents.
Renew & Refresh - Meeting Your Retirement Goals This Year
Just as our lives are constantly changing, your vision of your future and your retirement may change as well. As you begin planning for your retirement or as you start to think about the legacy you would like to pass on to your loved ones, you may realize that your initial intentions have shifted over time.
Renew & Refresh - Organizing Your Documents
A New Year often signifies a fresh start and a New Year’s Resolution is a goal that many set to improve themselves in the coming year. As you take the time to set those goals and create new routines, have you considered refreshing your Financial and Lifetime Planning documents?