Estate Planning Opportunities in 2020
By: Todd Hall and Andy Bunch 11/18/2020 The rest of 2020, and likely most or all of 2021, could prove to be an important period of estate planning for your…
Search Results
Why You Need A Financial Power Of Attorney
In this short video, Abbey Flaum explains the importance of having a financial power of attorney. For more information reach out to your client service team or call 404.264.1400. Watch…
What Is Included In Your Estate?
In this short video, Abbey Flaum explains what is included in your estate and the planning that is needed. For more information reach out to your client service team or…
Current Estate Tax Laws Explained in 3 Minutes
In this video, Abbey Flaum explains the ever-changing estate tax laws and how they currently affect you. For more information reach out to your client service team or call 404.264.1400….
Avoid Leaving Behind The Proverbial Mess; Information To Assemble For Your Loved Ones Now For After You’re Gone
Many people think that there must be a database that provides you with all you need to know about a loved one’s estate after they pass away; an easy way…
Advanced Health Care Planning: Why It Cannot Wait Until Tomorrow
By: Managing Director – Family Wealth Strategist, Abbey Flaum, J.D., LL.M. Whether you are deciding about what time you will go to bed, whether you have time for a…
The Power Of Attorney; Managing Life’s Business When You Cannot
Whether it’s paying bills, directing investment purchases and sales, closing on real estate transactions, applying for loans, or something else, we all make a hundred decisions and take actions relating…
Gifting Basics: What Counts As A Gift And Gift Tax Reporting
You helped your son by making the down payment on his new home for him. You opened a joint account with your daughter so that she may learn about money…
Current State Of The Estate And Gift Tax Laws
Now that we are a few months into 2023 with spring break on the mind, many families will inevitably think about what numerous people consider when preparing to board a…
It’s All Relative; Family Matters in Business Succession
Parenting and running a business are, in many ways, parallel experiences. From the time a baby is conceived, we plan to ensure the child enters this world under optimal circumstances….
Estate Planning Checklist: 3 Key Steps to Making A Successful Plan
Mike Landsberg, CPA, CFP®, CPWA, PFS, principal, says one of the biggest mistakes a person can make is forgetting to make a will. “You don’t want it to be a…
Review Your Estate Plan Now…Not Later
It is important to review your estate plan now rather than waiting for the next big family trip. In this short video, Abbey Flaum goes over how estate plans can…
- « Previous
- 1
- 2