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Taxes & transfer
You’ve worked hard to build something meaningful. Maybe it’s the family home, a rental property, or a carefully managed investment account meant to provide stability for your children after you're gone.
·2 min read
Taxes & transfer
Over the next 20 years, an estimated $84 trillion will be passed down from Baby Boomers to the next generation. It’s being called The Great Wealth Transfer - but if you don’t have an estate plan in place, this opportunity to build…
·2 min read
Taxes & transfer
As we approach the final months of 2024, it’s crucial to pause, assess, and prepare for changes impacting your estate plan.
·3 min readThe workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
Estate planning is a process, not an event. Start with a Right Fit Call: a short, no-pressure conversation to see whether we are the right firm for your family, and what a plan that walks alongside you would look like.
