Planning for a Windfall
The unpredictability of life leads to many twists and turns. In some cases that means finding yourself on the receiving end of a large sum of...
Aug 7, 2023
inheritance
Understanding Inherited Assets
Inheritance – no matter the size – can have a substantial impact on you and your family’s financial status. According to a 2015 HSBC survey,...
Respect the Estate
The news of Aretha Franklin’s death to cancer is tragic to the music world and all who admired her. In the days following her death, I enjoyed hearing information about her life and contributions to music history. One of things I found befuddling...
Inheritance: Non-Qualified Investments
Three weeks ago, in Part 1 we discussed inheritance from qualified accounts. Let’s continue this conversation with non-qualified accounts. Accounts are considered non-qualified if they do not qualify for any type of tax-exempt status. The two types of non-qualified investments...
Inheritance: Qualified Accounts
Inheritance can be a tricky topic both from the perspective of giving and receiving. Whether you are on the side of leaving an inheritance or receiving inheritance from a loved one, there are things to know before naming beneficiaries or cashing a check.
Imagine If This Were You. . . .
Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.
We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.