Business owners have a lot on their shoulders when considering the future of their businesses. Unfortunately, succession planning can feel so daunting that many successful business owners put it off longer than they should. As a result, they fail to…
The Census Bureau reports the average age of widowhood in the United States is only 59 years old. With this being the case, many women should be prepared financially to live another 20-30 years after the death of their spouse.…
Federal and state estate and inheritance tax can consume a significant portion of your estate after your death. The good news is that you can find ways to lower these types of taxes and help increase your financial legacy.
Estate planning is critical to consider now, while preparing for the future. At its core, estate planning is about ensuring that you can leave your financial legacy to whom you want, when and how you want to. Here is guide for those just getting started with estate planning, as well as considerations for those who have a plan in place to review before this year is over.
