Category: Financial Planning

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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 […]

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39 Wealth Management Issues Estate Planning Checklist Executor/Trustee Issues Financial Planning Titling of Assets Trust & Estate Planning Trusts

Checklist to “Fund” a Revocable Living Trust

Creating your Trust is just the first part of the Estate Planning process. After you sign your Trust document, the […]

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Disability Protection Financial Planning

Is Disability Insurance Important for You?

Generally, there are two types of disability insurance: Short-term disability insurance replaces a portion of your paycheck for a short […]

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39 Wealth Management Issues Financial Planning Retirement Planning Titling of Assets

Net Unrealized Appreciate for Employee Stock Ownership

Net Unrealized Appreciation An employee who owns company stock in their employer’s retirement plan will eventually have to decide how […]

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39 Wealth Management Issues Financial Planning Income Tax Planning Titling of Assets Trust & Estate Planning Trusts

What is the Difference Between Grantor vs. Non-Grantor Trusts?

Grantor and non-grantor trusts are taxed m much differently. Non-grantor trusts are treated as separate entities (e.g., C-Corporation). However, the […]

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39 Wealth Management Issues Financial Planning Income Tax Planning

What is Tax Loss “Harvesting”?

Introduction Tax-loss harvesting is when an investor sells securities at a loss to offset a capital gains tax liability. This […]

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39 Wealth Management Issues Financial Planning

The “Rule of 72” and “Rule of 115”

Introduction Albert Einstein famously said that compound interest is the most powerful force in the universe.  He said, “Compound interest is […]

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