Estate Planning Is Wealth Management: Why You Need Both
While the term “wealth management” is comparatively new, the concept has been around for centuries. When someone puts in the time and work to build
While the term “wealth management” is comparatively new, the concept has been around for centuries. When someone puts in the time and work to build
In July 2023, California implemented a new law that will affect how all incomplete gift nongrantor trusts (INGs) will be taxed. Senate Bill 131 is
Digital natives are becoming the norm rather than the exception. Millennials, born between 1981 and 1995, are now between 27 and 42 years old. They’re
How many online accounts do you think you have? It’s probably more than you’d think. Sources vary on how many digital accounts the average American
One of the best gifts you can give your family is financial security. However, if you have accrued significant assets, passing them on to your
You want to spend the rest of your life with your spouse and ensure they are cared for after you’re gone. That’s a noble and
The primary role of your estate plan is to protect your loved ones and pass on your assets. To do this, you need to name
Do you have any last messages you want to give people after you’ve passed on? Do you want to explain why you’ve structured your estate
When you first begin writing your estate plan, it’s easy to get lost in the different terms involved. The titles for the people named in
If you’re an entrepreneur, you’ve poured time, energy, and money into your business. It’s only natural that you’d want it to outlive you. However, passing
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