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The Wealth Counselor

Give Thanks This Year with an Up-to-Date Estate Plan

Your Legacy: How Do YouWant to Be Remembered?

An epitaph, by definition, is a brief phrase or sentence expressing a sentiment, often inscribed on a tombstone. Epitaph Day is a symbolic event dedicated to the contemplation and creation of our desired epitaphs. It is a gentle and meaningful reminder of the impermanent nature of life and the importance of having a plan for the future.

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The Real Story Behind Trust Fund Kids

When we hear the phrase "trust fund kid," words like "entitled," "privileged," and "financially irresponsible" might come to mind. But another word we should associate with "trust fund kid" is "protected."

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Assembling Your Own(Estate Planning) Team

It can take an entire team, all with different strengths, to successfully plan for life's foreseen and unforeseen events. Working with quality professionals enables you to ensure that you are creating the best possible comprehensive plan and that it is done the right way.

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This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.