July 1, 2023
Learn about some pitfalls you may face when it comes to...
...that can last for future generations.
You’ve worked hard over the years to accumulate wealth, and may find it comforting to know that the assets you leave behind will continue to be a foundation for your family, friends, and the causes that are important to you.
Estate planning can be a crucial part of a financial plan, once you begin thinking not only about your goals today but also for future generations. Once you have planned retirement and invested wisely, you can begin to focus on how your assets will be managed after your death.
One of our CFS* Financial Advisors are here to help you. They will be able to assist you by coordinating with your legal and/or tax professional to help develop a plan that aligns with your values. Some things you can expect to discuss in the estate planning process are:
To learn more about estate planning and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.
July 1, 2023
Learn about some pitfalls you may face when it comes to...
The 401(k) plan is becoming one of the largest sources of retirement savings for many American workers...
$1.7 trillion omnibus spending legislation recently passed...
At some point in your life, you'll probably be faced with the question of...
A tax basis can be important when deciding whether to make gifts now or...
There are two types of rollovers: direct and indirect. A direct rollover is...