Archive for December 2023
Estate Planning: A Step-by-Step Guide on How to Get Started
Estate planning is a crucial process that allows you to manage your assets, protect your loved ones, and ensure your wishes are carried out upon your passing. While it may seem daunting, especially if you’re new to the concept, breaking it down into manageable steps can make it much more accessible. In this guide, we’ll…
Read MoreGuardianship Planning: Important Considerations for the New Year
As we step into a new year, it’s a perfect time to reflect on your priorities and plan for the future. One essential aspect of planning for the future is guardianship planning. While it’s not a topic many people like to dwell on, it’s crucial to ensure the well-being of your children in case of…
Read MoreMedicaid Planning: Navigating During the Holiday Season
The holiday season is a time for joy, celebration, and spending quality time with loved ones. However, for those who are in need of Medicaid benefits or are assisting a family member with Medicaid planning, the holiday season can also be a time of added stress and uncertainty. Navigating Medicaid planning during this time requires…
Read MoreYear-End Estate Planning: Maximizing Tax Benefits
As the end of the year approaches, it’s essential to consider your estate planning strategies to ensure you maximize tax benefits and protect your assets for future generations. The year-end is an ideal time to review your financial situation and take advantage of tax-saving opportunities to help preserve your wealth and leave a lasting legacy.…
Read MoreThe Emotional Side of Estate Planning
Estate planning is often viewed as a practical and financial matter. It involves making decisions about how to distribute your assets, minimize taxes, and ensure that your loved ones are taken care of after you’re gone. While these are crucial aspects of estate planning, there’s another dimension that is often overlooked—the emotional side. Planning for…
Read MoreThe Benefits of a Professional Fiduciary
Estate planning is a fundamental step in securing your assets, protecting your legacy, and ensuring that your wishes are carried out when you are no longer able to manage your affairs. While many people turn to family members or close friends to act as fiduciaries in their estate plans, there are compelling reasons why you…
Read MoreA Spoonerful of Christmas
I like to say that I’m in the legacy business. It’s one of the many reasons I love what I do for a living and the reason this will always be a ministry and not just a job. While what I do involves protecting and preserving financial assets, of course, it’s not all about money.…
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