Financial Poise

Articles tagged: Estate Planning & Asset Protection

ceramics on wooden shelves, representing how to protect your personal assets

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.

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a pathway between trees represents the trees, making a will, who needs a will and the importance of a will

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.

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a baby boomer woman, representing women and the great wealth transfer

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?

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sand slipst hrough a brown hourglass, representing the need for private placement life insurance

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.

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A Macbook Pro, representing digital estate planning

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. 

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An elderly woman and her granddaughter excitedly examine their stock portfolios on the granddaughter's phone, as they discuss tax strategy and variable annuities

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.

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An investor stands in front of a

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.

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Estates like these require smart, informal estate planning via non-probate property

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.

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people packing food pantry boxes, representing charitable donations

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 […]

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gauzy beach scene symbolizing IRA beneficiaries, 401ks, and tax hikes

Will an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?

You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries.

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