Estate and Legacy Planning

If your considering your options on transferring wealth to the causes you care most about, listen to this episode on things to know or consider when doing meaningful gifting.

In this episode, we will discuss assisting in the financial responsibilities of parents or an aging loved one. We want to share our suggestions for someone who would be in the position of caring for a loved one's financial life.

In this episode, we talk through the emotional and human nature of newfound wealth. We will discuss how financial planning can help you navigate through this difficult life transition and make sure that you are considering all factors in your decisions.

In this episode, we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those financial behaviors.

Wealth Transfer Planning 6 of 6 

Proactive wealth transfer planning is about control and leverage.  We believe that a successful estate distribution plan is one in which your heirs (and/or charity) receive as much as possible, and Uncle Same, as little as possible. But this requires some work.

Wealth Transfer Planning 6 of 6

 

 

Wealth Transfer Planning 5 of 6

 

 

Wealth Transfer Planning 4 of 6