Category: Family Financial Values

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39 Wealth Management Issues Business Continuation Planning Estate Planning for Pets Executor/Trustee Issues Family Financial Values Financial Continuity with the Loss of Family Member Financial Planning Life Insurance Planning Self-Actualization

Answer the Questions Before Your “Important People” Have to Ask: Write a Direction Memo™

Your Direction Memo™ can help you answer difficult questions that your loved ones may have after you're gone. By writing out your wishes and intentions, you can provide peace of mind and clarity for those who remain. Some questions your Direction Memo can help answer include: - Who will handle my estate? - How do […]

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39 Wealth Management Issues Aging Issues Asset Allocation Issues Asset Protection Business Continuation Planning Business Succession Planning Charitable Giving During Lifetime Charitable Giving Through Estate College Expense Planning Debt Financing Debt Management Defined Benefit Plan Strategy Disability Protection Durable Power of Attorney Issues Executor/Trustee Issues Family Financial Values Financial Continuity with the Loss of Family Member Future Taxable Event Triggers High Correlation of Asset Allocation Household Budgeting Illiquid Investments Impending Major Purchase Income Tax Planning Investment Over-concentration Investment Risk Management Life Insurance Planning Lifetime Gifting to Children/Descendants Medical Coverage/LT Care Planning Non-U.S. Citizen planning Nonqualified Employee Benefits Pre and Post-Marital Agreements Real Estate Retirement Income Self-Actualization Social Security Decisions Special Needs Planning for Loved Ones Titling of Assets Wealth Transfer Through Estate

2021 Federal Tax Guidelines

Every year, the IRS adjusts more than 40 tax provisions for inflation. This is done to prevent “bracket creep,” when people are pushed into higher income tax brackets or have reduced value from credits and deductions due to inflation, instead of any real income increase. The IRS used the Consumer Price Index (CPI) to measure inflation before […]

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39 Wealth Management Issues Family Financial Values Trust & Estate Planning Trusts Wealth Transfer Through Estate

What You Need To Know about Dynasty Trusts

High net worth individuals and families who protect their wealth provide a lasting legacy for loved ones.  This planning entails many strategic estates and tax planning decisions to make. Gift taxes, estate taxes, and generation-skipping transfer taxes can dramatically decrease the inheritance left to your children, grandchildren, and great-grandchildren. When there is a lack of planning, the […]

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