by Kirby Mack | May 22, 2023 | Estate Planning
An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your...
by Asset Strategy | Mar 22, 2023 | Estate Planning, Forbes
The goal of estate planning is to ensure your assets transition to your loved ones after your death in an efficient manner while maximizing tax savings. There is no one plan for everyone – it depends on you, your family, your assets and your wishes. Unfortunately, not...
by Asset Strategy | Jun 22, 2022 | Estate Planning, Forbes, Private Wealth Management
Forbes Every family has a wealth culture, a mindset or system informing beliefs about money and how it should be used, preserved or passed between generations, whether they have articulated it or not. Families who enjoy healthy multi-generational family wealth...
by Asset Strategy | May 2, 2022 | Estate Planning
Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly...
by Asset Strategy | Apr 11, 2022 | Estate Planning, Financial Planning, Retirement Planning, Taxes & Tax Planning
Retirement planning can seem overwhelming, even if you feel you’ve saved enough to retire. It’s hard to know where to begin because a comprehensive retirement plan involves so many elements, from an investment strategy to tax minimization. When faced with a complex...
