The Benefits & Purpose of a Trust in Estate Planning
By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. My answer: It depends. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts …
Why Do I Need a Will? Everything You Need to Know
By Beth Schanou, JD, CExP, Senior Wealth Planner Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.
5 Common Business Exit Planning Mistakes (and How to Avoid Them)
By Elizabeth Schanou, JD, CExPTM , Senior Wealth Planner Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. There are two key goals: You want to ensure a seamless transition that will pres …
5 Common Retirement Planning Mistakes
Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.
Provide Parents Help While Taking Care of Yourself
Beth Schanou, Senior Wealth Planner Finances can be difficult to talk about – especially with your parents when they need your financial help.
