Blog tagged as Estate Plan

5 Emotional Roadblocks that Could Halt a Successful Estate Plan

07/11/2024 12:01 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Emotional Roadblocks that Could Halt a Successful Estate Plan
Establishing a successful estate plan involves overcoming emotional roadblocks with practical steps to manage difficult conversations and ensure your wishes are honored and your loved ones are protected.

Estate Taxes May Be Changing Soon

10/29/2021 08:32 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Estate Taxes May Be Changing Soon
Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

How to Get Started With Your Estate Plan

10/15/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Get Started With Your Estate Plan
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

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