Goals of estate planning chart

Goal of Estate Planning

For many clients and advisors, the central goal of estate planning it to pass as much wealth to the next generation as possible.  This thinking suggests that protecting assets is the solitary goal of an estate plan.  Unfortunately, this can be a misplaced emphasis.  Misplaced because it focuses simply on assets rather than family, structure over perspective and tax savings over family...

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estate planning for parents happy chiled with kitten

Estate Planning For Parents

From late fall through New Year’s, for many, this is a time to be with and care about family.  It can also be a time when emotions run high, especially at the holiday dinner table.  It can also be explosive when one of the discussion topics is estate planning for the parents.

Helping Parents Navigate Estate Planning

At Henry V. Kaelber, CPA, CFP®, CGMA, we are committed to providing our...

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