6 key areas where the tax code may change under a new administration, plus how it might impact your personal finances and actions you can take now.
Estate planning attorney Spiro Verras explains how to create a proper estate plan, including tips for real estate & business owners + high net-worth folks.
How to create a family emergency binder to make it easy for loved ones to figure out what you have, what you owe, and what you’re owed.
Financial advisor Eric Brotman explains whole life insurance: who it’s best suited for, its tax and estate planning benefits, and how to use it to invest.
Estate planning: a detailed checklist, plus advice about lawyers and CPAs.
Estate planning: a big-picture overview.
A simple but comprehensive framework / checklist for making sure you are creating and protecting wealth as strategically and effectively as possible.
A useful guide on what you need to write a valid last will and testament.
A useful Q&A guide on how living/family trusts work and how to set one up.