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Category Archives: Bereavement

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Spring cleaning your estate planning

Bereavement, Charitable Giving, Financial Planning, Inheritance Tax Planning, Legacy Planning

Swedish ‘death cleaning’ has gained popularity in recent years among folks who need some added structure to guide their spring cleaning. The idea is to approach decluttering with mindfulness about the mess you could leave behind for your loved ones if you don’t get your stuff in order. Of course, boxing up donations and filling […]

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Ensure Your Life Wishes Are Granted Through Effective Estate Planning

Bereavement, Financial Planning, Inheritance Tax Planning, Legacy Planning

Ensure Your Life Wishes Are Granted Through Effective Estate Planning   Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to do […]

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