As people think about gifting money to family members, they want to do it in a way that is most beneficial to themselves and the recipients.
Life insurance is a way to help your loved ones after you pass away, but there are additional reasons to consider life insurance in your legacy planning.
We all want to leave a legacy. Whether you want to be remembered as Cookie Grandma or leave a large financial gift to an organization, you can start that legacy today.
Our clients often update their wills for personal reasons such as a change in beneficiaries or to change their executor, trustee, or child’s guardian. But...
Central to wealth preservation across generations, estate planning can help ensure that your hard-earned wealth goes where you want it to.
Irrevocable family trusts can benefit many people. Find out about the professionals that irrevocable trust beneficiaries need to work with.
In this video blog, lean the difference between irrevocable trusts and revocable trusts from Laura Kuntz of Laurel Wealth Planning.
Laura Kuntz, CPA/PFS, MBT, and Mallory Kretman, CFP®, attended a presentation on significant changes in the Minnesota Trust Code. Laura shares, “About...