The 4 Essential Element
We look at our financial life in two phases; one while we are living and the other when we are not. We refer to these two phases as, your life and your legacy. Think of estate planning as asset protection once you are no longer physically able to make choices and decisions. The goal of estate planning is to ensure that what you will always be in control of your wealth, while you are still living and after you have passed on.
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Wrapping up 2020 It’s a new year! How did you do with your year-end tax planning? Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right by implementing these tax strategies...
Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good time to review your tax plan in light of changes to...
Estate PlanningIf you get sick and require hospitalization due to COVID-19, you will be immediately isolated from family. So the time to finish up any unresolved advance planning and organization is now.Self-isolation and quarantines have given rise to unique problems...
Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical logistic info, and will save your family significant stress during a...
If you own your home, and you have at least 50% equity to market value, watch this video to learn how you can (and why you should) convert that home equity into a contract that will allow you to withdraw annual tax free income at retirement. Click here or click image...
The Smart Estate Planning NewsletterWhat can be worse than losing a spouse—especially with young children to raise? How about being forced to go through probate and losing needed assets to ex-spouses and estranged family members? If only there had been a will....
If you have a current net worth of at least $5,000,000 growing faster than inflation, and want to minimize the estate tax your family will need to pay when you pass on, watch this short video to learn how you can protect the value of your estate from the IRS. In...
Even if we have a will at the time of our passing, all of our assets and liabilities will need to be settled in probate court before they can be distributed to our families. Watch this short video to learn how your estate can easily avoid the delay and cost of probate...
Estate Planning If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about insurance policies? Real estate ownership papers? You may have your records...