Blog tagged as Inheritance

How to Pass On Your Financial Values to the Next Generation

09/19/2023 08:27 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Pass On Your Financial Values to the Next Generation
No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.

Everyone Needs an Inheritance Strategy

05/04/2022 08:49 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Everyone Needs an Inheritance Strategy
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth and why you need a strategy.

A Guide to Dividing Your Estate Unequally

10/12/2021 08:34 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
A Guide to Dividing Your Estate Unequally
Wondering how to unequally divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.

Signs You Need A Financial Planner

08/31/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Signs You Need A Financial Planner
Solid and respectable planners let you know if they can’t help you and refer you to a professional who can. If you have no idea if you’re on track for retirement and don’t know how to find out, a financial planner could help gauge your progress and build a plan that will help you stay on track.

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