Inheritance Questions: How Much Do I Leave to Who?
How much do I leave behind in my will for each of my desired inheritors? This can be a daunting, open-ended question for anyone, whether they have $1,000 or $1…
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Unique Generosity Tools for Estate Planning at The Signatry
Donor advised funds are tools not only for today’s generosity but also for a legacy that endures even after your passing. Two common aspects in estate planning are life insurance…
Read MoreNavigating Questions on Transferring Wealth
I recently had a conversation with a friend and donor of The Signatry who owns a very successful real estate investment business. He is in his mid-sixties and is starting to think about the succession of his company. He told me that…
Read More5 Keys to Determining the Amount of an Inheritance
It is one of the most common questions I get: how much should I leave my children? You may know this all too well already, but it can be surprisingly…
Read MoreThree Ways 2020 Could Impact Estate Planning
Now is the time to review estate plans for 2020. The beginning of the year is a time when many people have a resolution to evaluate, reevaluate, or plan their…
Read MoreBuilding Your Legacy through Estate Planning
The beginning of the year is a time when many people begin thinking about estate planning. While it is crucial to have the necessary documents (i.e., wills, trusts, etc.) in…
Read MoreGenerational Thinking
Generational thinking does not come naturally to most of us. By “generational thinking”, we mean intentionally planning and being cognizant of our own actions, preparation, and decisions that will affect our children,…
Read MoreThe Wealth Transfer Rises to $68 Trillion
The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth Transfer was $59 trillion by 2030. But the projected…
Read MoreOvercoming Common Challenges with Generosity in Estate Planning
Clients rely on advisors for security in their financial planning decisions. Many feel the weight of large financial decisions with implications for family, relationships, and Kingdom impact. To help with…
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