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.
2023 Tax-Related Information
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2023.
Developing Charitable Giving Strategies
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.
Steps to Take if Your Spouse Dies
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…
Giving in Times of Crisis
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…
Kids 13-17 Can Now Open a Brokerage Account
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…
Part 1: Planning Beyond the Will
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...
Part 2: Emergency Contacts
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...
Part 3: Financial Matters
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...
Part 4: All Things Real Estate
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.
Part 5: Tangible Items
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…
Part 6: Family Pets
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. …