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

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.

How to Minimize Taxes While Transferring Wealth

January 30, 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.