Planning Beyond the Will Webcast
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.
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.
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2023.
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.
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…
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…
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…
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...
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...
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...
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.
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…
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. …