Topics
Topic:
Estate Planning
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Take Advantage of the Historically High Estate and Gift Tax Exemptions
Estate Planning Services Take Care of the People You Love With all the challenges 2020 has thrown at us, it’s easy to forget that this is an election year. We’re now less than 100 days out from election day with a real chance of both the White House and Senate changing hands. No matter who…
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What are digital assets and do I need to include them in my estate plan?
How many password-protected accounts do you have? The current crisis we are all going through has prompted many of our clients to review their estate plans. As part of their review, the topic of digital assets has commonly surfaced. Many fail to take this part of their life into account when putting a plan together.…
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Charitable Gifting
Feel free to contact Michael Walsh with any questions by email: [email protected] or by phone: 305.448.8882 extension 213. For more about Evensky & Katz/ Foldes Financial visit: www.evensky.com.
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Thoughts on Transferring Wealth to the Next Generation
Lately, clients have been asking if we wouldn’t mind having a conversation with their kids about planning for future wealth transfer, as well as helping their children learn how to save and become financially independent. The decision as to whether to talk to your children and when is very personal, so there is no right…
