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Estate Planning
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 you will always be in control of your wealth, while you are living and to create your legacy.
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Browse All Estate Planning Articles, Videos, Podcasts
Tax Free Discount on Your Estate Tax Liability
Estate PlanningIf you have or will have an estate tax liability . . . watch this short video to learn how you avoid IRS seizure and liquidation of your assets, while paying the minimum estate tax with a tax free discounted settlement.You May Also Like...
8 Ideas That Help You Manage a Financial Windfall
Estate PlanningHave you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have, at a minimum, thought about it. The interesting thing is that, even if you were to “hit the jackpot”, often riches that fall into our hands can...
Intergenerational Transfers: Helping Adult Children
Estate PlanningWhen a parent is considering giving or lending a child money, the key question is whether it’s empowering or enabling. You need to structure a transfer that is best for both generations.When my older daughter Meredith bought a house in Portland, Oregon,...
Financial Planning for the Generations
Estate PlanningIn most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all.It is normal, when working with your financial advisor, to focus on the needs of your immediate family. If you are a...
Handling Key Non-Tax Financial Issues When a Loved One Passes Away (Part 3)
Estate PlanningA financially comfortable loved one has passed away. During this time of seemingly endless bad news, that's not an uncommon situation. Sad but true. The now-deceased loved one may have been single or married and may have been a relative or not. In any...
Tax Considerations When a Loved One Passes Away (Part 2)
Estate PlanningA financially comfortable loved one has passed away. In this year of seemingly endless bad news, that's not an uncommon situation—sad but true. The now-deceased loved one may have been single or married and may have been a relative or not. In any case,...
Tax Considerations When a Loved One Passes Away (Part 1)
Estate PlanningA financially comfortable loved one has passed away. In this year of seemingly endless bad news, sadly, that’s not an uncommon situation. The now-deceased loved one may have been single or married, and may or may not have been a relative. In any case,...
Monthly Client Newsletter December 2020
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...
2021 Key Financial Data
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...