Pay Extra Attention to Financial Planning During a Second Marriage
Our experts focus on a case study about the financial complexities that come with a second marriage, especially when children from a previous marriage are involved.
Our experts focus on a case study about the financial complexities that come with a second marriage, especially when children from a previous marriage are involved.
In today’s Marietta Daily Journal: When selecting a minor as your beneficiary, it is wise to consider placing the assets in a trust. Read the Article
Our experts discuss a case study where the use of a trust would have solved the problem of a child inheriting property and assets.
In today’s Marietta Daily Journal: It can be easier for your family if you have plans in place, should you become incapacitated. Read the Article
A family limited partnership can help transfer business assets to younger generations while you retain control. We explain in this week’s Business Tip.
Our experts take a broad look at planning for incapacity in the case of an elderly investor who has been diagnosed with the early signs of dementia.
Our experts discuss a case study of a family who received an influx of cash through an inheritance. They discuss the importance of a financial plan before spending a dime.
If you are pre-paying for funeral expenses, there are several areas to address before agreeing to the arrangement. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights ways to reduce your estate if it exceeds the federal exemption amount. Read the Article
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.