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Articles tagged: Estate Planning & Asset Protection
6 Ways to Manage Family Wealth and Create Your Family Legacy
Your family legacy depends on managing family wealth and relationships in a way that fulfills a common mission. Six tips on creating your family’s purpose. Read More
How to Protect Your Assets Now to Cover Your Ass(ets) for Later
Whether you own real estate or antique jewelry, knowing how to protect your assets will help you avoid costly disasters and increase appreciation. Read More
I’m Not Very Wealthy, Should I Still Make a Will?
Don’t ask who needs a will. Ask how to make a will. Estate planning is important, regardless of the number of assets you own. Read More
The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth? Read More
In Wake of Tax Reform, Private Placement Life Insurance Has a Rising Role
Trump’s tax reforms eased tax rates on America’s wealthiest, which means opportunities in the private placement life insurance marketplace. Read More
What is Digital Estate Planning?
What happens to your digital assets when you die? Digital estate planning can safeguard your online assets and protect your digital legacy. Read More
Multi-Generational Tax Strategy for High Net Worth Families
To protect wealth for future generations, high-net-worth families shoud consider private placement variable annuities in their estate planning tax strategy. Read More
Money Basics Series – Part 6: Protect Assets and Your Future Nest Egg
Protect your assets in six steps. Record, insure and track your assets to secure your nest egg for retirement and a more secure future. Read More
Informal Estate Planning: Non-Probate Property
Did you include planning for non-probate property in your informal estate planning? Learn why this is an essential step in setting your affairs in order. Read More
Making Charitable Donations: Seven Practical Considerations
Being Selfless While Also Watching Out For Your Wallet You may desire to be philanthropic, but handing over money may not be the most effective way to make charitable donations. Donors must confront many issues before making substantial gifts to a charity. If you’re considering making a donation to a nonprofit, here are seven practical […] Read More