Posts Tagged: estate planning

Bridging Generations: Transitioning Family Wealth and Values for a Substantial Legacy Hardcover: 224 pages Publisher: Higher Life Publishing (2017) For more than 52 years, The Williams Group has successfully coached affluent families on how to ensure their wealth legacy is successfully passed on to next generations who are well-prepared for their roles. Roy compiled studies on… Read Article →

The following is a guest post from Ernie Burns, president and chief executive officer of Burns Estate Planning and Wealth Advisors. Ernie has more than 25 years’ experience in retirement income planning. He is an Investment Adviser Representative, and also is a Master Certified Estate Planner (MCEP) and a Million Dollar Round Table-Top of the Table Member… Read Article →

The following is a guest post from Dan Carter, an Investment Advisor Representative for Safeguard Investment Advisory Group. Dan has 18 years experience in the insurance and estate planning industry. Plenty of things can kill the romance in a relationship. But traditionally, money and all the complications that come with it sit near the top of the list. I’ve… Read Article →

Press Release: Years of hard work, planning and saving will pay off for retirement but then leaving it for your children and grandchildren could ruin their lives. During the recent elections, there was discussion about possibly changing the estate tax thresholds. The recommendation has been to raise the estate tax from its current $5.45 million… Read Article →

The following is a guest post from Jaime Cowper, president of Unity Financial Advisors, and an Investment Advisor Representative under Alphastar Capital Management, an SEC Registered Investment Advisory Firm. A lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens to all those assets once you’re gone?… Read Article →

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