Business Owners: Equalizing Estate Distributions to Your Children
When a closely held business is involved, it can be challenging for parents to achieve a distribution of their assets that is equitable. Learn why in this week’s Business Tip.
Keeping Family Assets Away from a Future Ex-Spouse
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common financial planning situation where a family is concerned about protecting assets from an heir’s future ex-spouse.
Even Married Couples Need to Discuss Power of Attorney
This week, Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, joins Chief Financial Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, to share some advice for families when it comes to planning for incapacity, whether it be for aging parents who can no longer take care of themselves, or an accident that leaves you unable to make financial or health decisions for yourself.
What You Can Do with a Will
A Will is so much more than a list of who gets what when you’re gone. Learn what it can do in this week’s Financial Tip.
Does Your Business Need a Buy-Sell Agreement?
A buy-sell agreement establishes its price and provides cash to complete the business purchase should one owner leave. We explain in this week’s Business Tip.
Future of the Federal Estate Tax
If tax reform occurs, it may very well include repeal of the federal estate tax and more. Read all about it in this week’s Tax Tip.
Controlling your wealth once you’ve passed
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how often the impetus behind creating trusts is to control how your assets are directed from beyond the grave.
Controlling Your Wealth Once You’ve Passed
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Director of Research Troy Harmon, CFA, CVA, discuss the use of trusts to control your wealth from beyond the grave. They cover the possibilities as well as the drawbacks to doing so.
In the News: Your Will, Your Wishes: Beneficiary Coordination a Must
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how important beneficiary designations are to passing your wealth.
Your Will, Your Wishes—Beneficiary Coordination is a Must
The “Money Talks” hosts address a common investor misconception that a Will will distribute their assets as they intend. However, many make the mistake of not considering their beneficiary designations or how assets are titled.