Michael Davis, CPADec 20, 20214 minTax Efficient Gifting - How to Give More and Pay LessWhen planning your legacy, you have three buckets in which your wealth can end up: taxes, family, and charity. Here’s how to minimize taxes.
Vincent Chambers, Esq.Dec 2, 20216 min“The Talk”: How to Have Difficult End of Life Conversations with Your ParentsHere are six steps for establishing productive, respectful end of life conversations with your parents.
Hannah Boundy, CFA®, CFP®Nov 12, 20214 minThe Family Meeting: How to Have the Hard Conversations About Your Estate with Your HeirsHere are five tips to make a family meeting over your legacy plans go smoothly and even meaningfully.
Matthew Davis, CFP®Nov 1, 20214 minWhen It Comes to Inheritance, Is Fair Always Equal?Matthew Davis shares his thoughts on providing a fair division of assets when it comes to leaving an inheritance.