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Why Women Need to Plan for Long-Term Care

Here's why (and how) women should be empowered to plan for their own care in the future, even while caring for others today.

How to Minimize Taxes While Transferring Wealth

January 31, 2023 Balancing Act Years Next Chapter Years Estate Planning Financial Planning Tax Planning By Advisor Jim Zahansky High Net Worth

Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps.

5 Myths About Generational Wealth You've Likely Heard

January 2, 2023 Balancing Act Years Next Chapter Years Estate Planning Financial Planning By Advisor Laurence Hale High Net Worth

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.

Giving the Gift of Inheritance

December 1, 2022 Next Chapter Years Estate Planning By Advisor Laurence Hale High Net Worth

One of the most common financial goals people have is to set their children up for long-term financial success. For many, this involves establishing inheritances. Use these tips to help you start determining how to best distribute your assets.

Why You Need an Estate Plan Now (Even If You’re Young)

September 12, 2022 Balancing Act Years Estate Planning By Advisor Leisl Cording

People often think of estate planning as something you do “when you’re older.” But no matter what your age or means, neglecting to write a will can be problematic, even disastrous, for your loved ones. Here's what to do now...

Estate Planning Is for Everyone: What You Should Have in Place at Each Stage of Life

September 7, 2021 Estate Planning By Advisor Laurence Hale

Watch and read more below for a look at estate planning needs throughout various stages of life and degrees of wealth.

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