Estate Planning · June 11, 2021
When you are a kid, finding a suitable gift for Father's Day can be a struggle. You want to get Dad something he'll enjoy, but you can't afford expensive things. And even after you become an adult, that struggle for the perfect Father's Day gift often continues, albeit in a slightly different way. With this in mind, give your father a tribute to the role he has played in your life by preserving his legacy for generations to come with a Family Wealth Legacy Passage.
Estate Planning · June 12, 2020
The coronavirus has infected millions of people in the US, including parents of young children. This brought fear to every parent like you, that if worse could happen to you and your spouse at the same time, who would watch your children? Who would take care of them even just for a short period of time? Situations like this can be traumatic for your minor kids so it is critically important to devise a plan and name legal guardians to protect them in case the unthinkable happens. Learn more here.
Estate Planning · June 05, 2020
The burden of both to carry on with your work and manage your child's full-time care and education can be overwhelming. If you are like most parents - struggling with guilt even before the coronavirus pandemic because of the lack of time to simply play with your kids or help them with their homework, then, you are not alone. Here are some ideas to help you alleviate the feelings of not doing enough for your kids which in the long run, you will appreciate if the unthinkable happens to you.
Estate Planning · December 27, 2019
It is important to act as soon as possible and implement these four-year end—and other—year-end tax-saving strategies to lock in your savings and save your family thousands of dollars on your 2019 tax bill. Grabbing these opportunities before they vanish for good helps you get closer to your financial goals. Here are some tax-saving strategies should you consider at the end of 2019.
Estate Planning · November 15, 2019
Naming long-term guardians for your kids is critical and should be your number-one planning priority to ensure they will never end up in the hands of strangers in the event of your incapacity or death.
Estate Planning · October 10, 2019
As a parent, your children are your priority and their safety is your main responsibility. In order to make sure your children are safe, even after your death, you must prepare for their care. One of the most important things to decide is who you want your children’s guardian to be if something happens to you. Here are some things to consider when deciding who that perfect person could be or even, people you would never want to leave your children with.
Estate Planning · October 01, 2019
As a parent, your children are your priority and their safety is your main responsibility. In order to make sure your children are safe, even after your death, you must prepare for their care. One of the most important things to decide is who you want your children’s guardian to be if something happens to you. Here are some things to consider when deciding who that perfect person could be or even, people you would never want to leave your children with.