See the best real estate marketing calendar templates for monday.com, ClickUp, Google Sheets, Excel, Wrike, and more.

Insights on flexible estate planning tools and strategies to navigate potential changes in estate and gift tax exemptions.

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Year-end is a crucial time to assess your finances. Use this period to rebalance investments, plan taxes, manage debts, and ...

As 2024 draws to a close, it's an ideal time to review your financial health and make sure you're positioned for a ...

This is especially relevant in 2024 when stocks skyrocketed. It may also apply if you have a concentrated stock position with ...

Anyone can learn from billionaire investor Warren Buffett’s proactive and flexible approach to estate planning, experts say.

Not a lot of people like to think about dying, let alone plan for your death. But that’s exactly what estate planning is. It ...

As the year draws to a close, it’s essential to take a moment to review and update your estate plan. This year-end checklist ...

Plan administrators should review the following actions to be taken before the end of 2024 and focus on what to expect for 2025. The following checklist addresses plan amendments, notices ...

Garrett attended The University of Kansas and earned a Bachelor of Arts - BA, Biology, Pre-Medicine. Estate planning is a crucial yet often overlooked aspect of financial planning for business owners.