August 2020

Legacy Planning – Protect What Matters Most

August 22, 2020

You have worked hard over the years to accumulate wealth, and would probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs or causes as you intend, you must make the proper arrangements. Legacy planning as defined by Investopedia “is a financial strategy that prepares people to bequeath their assets to a loved one or next of kin after death.”

Estate Planning – Not Just for the One Percent

August 8, 2020

When you hear the words “estate planning”, your reaction may be that it’s only for millionaires and billionaires. This could not be further from the truth. Estate planning is the process of settling your affairs after you are gone to ensure assets pass to whomever you desire in an efficient manner. While most of us do not like to focus on our mortality, the cost of not having an estate plan in place can be costly and time-consuming for our loved ones.