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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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…
Read MoreDonor 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 MoreI 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 MoreIt 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 MoreNow 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 MoreThe 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 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 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 MoreClients 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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