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...Read More
Do you have an estate plan? Don’t make the mistake of overlooking your assets because you think you don’t have any. In fact, a basic estate plan is an important financial document for everyone to have. If you are new at this, you need to understand some basic estate planning concepts.
Helping to Kindle Your Understanding of Estate Planning
At Henry V. Kaelber, CPA, CFP®, CGMA, we...Read More