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Author: Hannah Ahmed

This author has written 20 articles

Read more about the article Planning Beyond the Will Webcast

Planning Beyond the Will Webcast

  • Post published:March 29, 2023

Webcast - Hannah Ahmed and Zach Jonson discuss how our clients can utilize the Beyond the Will series. This nine part series of articles and checklists address the areas that may not be covered by a will.

Continue ReadingPlanning Beyond the Will Webcast
Read more about the article 2023 Tax-Related Information

2023 Tax-Related Information

  • Post published:March 29, 2023

The IRS has raised the limits for gifting, retirement contributions, and other areas for 2023.

Continue Reading2023 Tax-Related Information
Read more about the article Developing Charitable Giving Strategies

Developing Charitable Giving Strategies

  • Post published:June 22, 2022

Webcast - Hannah Ahmed and Zach Jonson discuss Hannah’s recently earned Chartered Advisor in Philanthropy® (CAP®) designation as well as charitable giving and what it means for you.

Continue ReadingDeveloping Charitable Giving Strategies
Read more about the article Steps to Take if Your Spouse Dies

Steps to Take if Your Spouse Dies

  • Post published:March 25, 2022

Losing your beloved spouse is likely to be one of the most heart-wrenching and stressful experiences you will ever go through.  The most important thing is to allow for the…

Continue ReadingSteps to Take if Your Spouse Dies
Read more about the article Giving in Times of Crisis

Giving in Times of Crisis

  • Post published:March 9, 2022

While we all watch the situation unfold in Ukraine, it is difficult to fathom what the Ukrainian people are going through, and many of us want to help them in…

Continue ReadingGiving in Times of Crisis
Read more about the article Kids 13-17 Can Now Open a Brokerage Account

Kids 13-17 Can Now Open a Brokerage Account

  • Post published:May 26, 2021

Fidelity recently announced a Youth Account program for children ages 13 – 17 to allow them to “spend, save, and invest.”  Teens can receive a debit card or connect to…

Continue ReadingKids 13-17 Can Now Open a Brokerage Account
Read more about the article Part 1: Planning Beyond the Will

Part 1: Planning Beyond the Will

  • Post published:March 10, 2021

While many of us know and understand the importance of having an estate plan, the basic documents often fall short. They lack the detail and clarity needed...

Continue ReadingPart 1: Planning Beyond the Will
Read more about the article Part 2: Emergency Contacts

Part 2: Emergency Contacts

  • Post published:March 9, 2021

Something that everyone should have is an emergency contact list. It should be readily available to anyone staying in your home. You should also provide a copy...

Continue ReadingPart 2: Emergency Contacts
Read more about the article Part 3: Financial Matters

Part 3: Financial Matters

  • Post published:March 8, 2021

While your will covers how to split up your assets, it doesn’t delve into the nitty gritty details of your financial picture. By giving your executor all the pertinent details...

Continue ReadingPart 3: Financial Matters
Read more about the article Part 4: All Things Real Estate

Part 4: All Things Real Estate

  • Post published:March 7, 2021

The checklists for this installment of our Planning Beyond the Will series include all things related to any real estate. One checklist is dedicated to information regarding any property and home(s) you own.

Continue ReadingPart 4: All Things Real Estate
Read more about the article Part 5: Tangible Items

Part 5: Tangible Items

  • Post published:March 6, 2021

This segment of our Planning Beyond the Will series includes two checklists to address any tangible items you may wish to leave to your heirs.  One checklist is designated for…

Continue ReadingPart 5: Tangible Items
Read more about the article Part 6: Family Pets

Part 6: Family Pets

  • Post published:March 6, 2021

We know you love your pets and want to ensure your four-legged family members aren’t overlooked.  When it comes to pets, the law considers them to be tangible, personal property. …

Continue ReadingPart 6: Family Pets
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