Honoring A Spouses Memory by Creating a Legacy
Out of the Heartache of Alzheimer’s, Passion Leads to a Legacy I often don’t know what to expect when I meet a prospective client for the first time. Obviously, by …
Krista McBeath Author the Generational Wealth System
The Generational Wealth System by Krista McBeath A Holistic Approach to Preserving Your Wealth and Legacy I’m proud to finally announce the upcoming release of The Generational Wealth System, a …
What Happens After a Loved One Passes
The Shock and the Aftermath of a Loss It’s been three weeks since the sudden loss of my brother. Even writing these words seems to tighten my stomach in knots …
Transferring Wealth While Living
Strategies for Transferring Wealth to the Next Generation Planning for the transfer of your wealth to loved ones may be the most rewarding result of a comprehensive financial plan. So …
Financial Planning for Loss of a Spouse
Financial planning for loss of a spouse can help ease the burden emotionally and financially at the most difficult times.
5 Estate Planning Must-Do’s Before Going on Vacation
5 Estate Planning Must-Do’s Before Going on Vacation Estate planning attorney’s and wealth managers are professionals that often work together in creating a cohesive financial plan. We’ve often had the …
Tax Advantaged Strategies for Charity Support
Tax Advantaged Strategies for Charity Support How to Maximize Your Tax Benefits While Building a Legacy We’ve all heard of the philanthropic foundations that the wealthy have established, such as …
Keys to Creating an Estate Plan that Fits You
While an estate plan may certainly include legal structures that advantageously transfer wealth to the next generation, there are many other parts that are important for peace of mind and …