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Should I Rent or Buy My Home – What Makes the Most Financial Sense?

Is it better to buy or rent? This decision can vary for everyone, consider these advantages and disadvantages for each.

Cryptocurrency and Your Estate Plan

February 20, 2024 Next Chapter Years Investing Estate Planning By Advisor Laurence Hale

What is a Family Business Succession Plan and Do I Need One for My Business?

February 16, 2024 Business Owners Estate Planning Business Succession Planning By Advisor Jim Zahansky

Family business succession planning doesn't have to cause headaches. Learn 4 key tips to developing a plan for a smooth transition for the next generation.

Why A Will Isn't Enough: A Guide To Establishing A Trust

August 3, 2023 Estate Planning By Advisor Laurence Hale High Net Worth

You don't have to have millions in the bank to benefit from establishing a trust. Find out more about this important legal tool and how it can benefit you.

Why Everyone Needs an Inheritance Strategy

August 2, 2023 Balancing Act Years Estate Planning Financial Planning By Advisor Jim Zahansky Inheritance

Many people dream of coming into an inheritance, but not all that glitters is gold. Read more to understand the complexities of inheriting wealth—and why you need a strategy.

Estate Planning Tips for Blended Families

August 2, 2023 Estate Planning By Advisor Leisl Cording High Net Worth

Do you have a blended family? Here is some helpful information on what estate planning might look like.

Estate Tax Changes Are Coming - 5 Ways to Prepare Now to Minimize Impact on Your Wealth

August 2, 2023 Estate Planning Tax Planning By Advisor Mike Baum High Net Worth

The estate tax exemption is set to be cut in half in 2026. Is your financial strategy prepared? Here are 5 key considerations.

Estate Planning as an LGBTQ+ Couple: 6 Things to Consider

June 3, 2023 Balancing Act Years Estate Planning By Advisor Laurence Hale

Many LGBTQ+ couples face additional challenges in making sure their assets are protected. Here are 6 of those challenges, and what you can do to overcome them.

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth for Decades to Come

April 8, 2023 Next Chapter Years Estate Planning By Advisor Laurence Hale High Net Worth

About 70% of wealthy families lose their wealth by the second generation. Here's how to beat those odds.

Why Women Need to Plan for Long-Term Care

February 28, 2023 Next Chapter Years Estate Planning Financial Planning Insurance By Advisor Laurence Hale Women

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