Apr 22, 2024 | Death, Estate Planning, Family
To better understand how a lack of planning can leave you and your partner out in the rain, let’s look closer at these important areas that are affected when a relationship ends. 1. Property Ownership Let’s say you and your partner purchase a home and other...
Apr 15, 2024 | Estate Planning, Family, Power of Attorney, Trust, Wills
As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. The starting place is open conversation and a power trio of estate planning tools: the general power of attorney, the power of attorney for healthcare...
Apr 8, 2024 | Children, Estate Planning, Family, Trust, Wills
As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to...
Apr 1, 2024 | Charity, Children, Estate Planning, Family, Finances
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips: 1. Make a Qualified Charitable Distribution (QCD) 2. Front-load Your 401(k) Contributions 3. Set Up an IRA for a...
Mar 25, 2024 | Charity, Children, Estate Planning, Family, Finances
This week, we explore seven tips that not only secure your financial future but also spread love and prosperity to those you cherish most. 1 | Make a Qualified Charitable Distribution (QCD) Want to spread love to a charity you’re passionate about? Is your...
Mar 18, 2024 | Children, Estate Planning, Family
In this article we’re exploring how the SECURE 2.0 Act could be the solution you’ve been searching for. What The SECURE 2.0 Act Means for The Student Loan Dilemma Monthly loan payments can make it hard to stash away cash for our future selves. When we skip on...
