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Insights

7 Common Estate Planning Mistakes to Avoid

February 28, 2024
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Transfer Wealth Before Lifetime Exemption Expires in Two Years

Transfer Wealth Before Lifetime Exemption Expires in Two Years

August 1, 2023
When it comes to the tax-free transfer of wealth, we’re living in a golden era. Single individuals can move...
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Choosing a Guardian and Trustee

Choosing a Guardian and Trustee

January 1, 2023
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Trusts Offering a Silver Lining in a High Interest Rate Climate

Trusts Offering a Silver Lining in a High Interest Rate Climate

August 2, 2022
Given the current high interest rate environment, you may be wondering whether there are strategies you can employ to...
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Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

May 4, 2021
President Biden’s proposed tax policy includes potential changes to estate and gift tax as well as capital gains tax...
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Education Funding Strategies

Education Funding Strategies

March 17, 2021
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
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Create a Will and Trusts to Protect Your Assets and Loved Ones

Create a Will and Trusts to Protect Your Assets and Loved Ones

November 5, 2020
Beloved Black Panther actor Chadwick Boseman sadly died without a will. What does that mean for his wife? She...
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Don’t Put it Off—Review Your Estate Plan

Don’t Put it Off—Review Your Estate Plan

September 29, 2020
An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it...
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How to Choose a Trustee: Family or Third Party

How to Choose a Trustee: Family or Third Party

July 1, 2020
Setting up a trust helps protect your assets and how they are distributed during your life and for future...
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Rethinking Beneficiaries for Your Estate

Rethinking Beneficiaries for Your Estate

June 16, 2020
Given recent legislative changes, you might want to review, and potentially update, your estate plan. The SECURE Act of...
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A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

July 28, 2019
Q: How does a letter of instruction help my family? A:  Besides providing your family with the peace...
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Social Media & iTunes Accounts Can (And Should) Be Part Of Your Estate Plan

Social Media & iTunes Accounts Can (And Should) Be Part Of Your Estate Plan

April 29, 2019
Q: What is a Digital Asset? A:  Digital assets are any type of digital content owned by an...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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