Estate Planning
Passing a Legacy Property to the Next Generation
Passing a Legacy Property to the Next Generation Written By: Kevin Reardon, CFP® We have many clients who own second homes, including cottages ‘up north’, homes in warm weather states or…
Read MoreGuest Blog: What Happens to Digital Assets When You Pass Away?
Guest Blog: What Happens to Digital Assets When You Pass Away? Written By: Attorney Paul B. Margerie, Margerie Law, LLC In today’s world, our lives are full of online accounts and…
Read MoreGenerational Wealth Planning: Legacy Real Estate Properties
Generational Wealth Planning: Legacy Real Estate Properties Written By: Kevin Reardon, CFP® As a financial advisor, one of the most delicate issues to navigate when discussing estate and generational wealth planning…
Read MoreFinancial Planning Checklist for Inheriting a Home
Financial Planning Checklist for Inheriting a Home Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Inheriting a home can be both a blessing and a challenge. It often comes with a mix…
Read MoreTip of the Month | August 2024
Tip of the Month | August 2024 How Often Should You Review Estate Documents? Written By: Nick Ziarek, CFP®, CFA It is recommended to review your estate documents every 3 to 5…
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