Posts Tagged ‘Estate Planning’
Leaving a Legacy: When Wealth Changes Hands—What to Know About Inheritance and Estate Taxes
Leaving A Legacy: When Wealth Changes Hands You may have reached the age when you’re starting to think about what you’ll leave behind. Or maybe you’ve had the hard conversation with a loved one who may pass soon. The end of life is not an easy thing to face. But, the truth is, we should…
Read MoreThe Great Wealth Transfer: What It Means for You and How to Prepare
Have You Heard of The Great Wealth Transfer? There is an impending shift coming that economists have named The Great Wealth Transfer. While its explanation is a bit grim, its implications are significant and worth considering. When economists talk about a “wealth transfer,” it’s a polite way of referring to one generation passing away and…
Read More