Estate Planning Strategies to Minimize Taxes

When most people—financial advisors and consumers alike—think about personal financial planning, the first thing that comes to mind is money. Numbers. Dollar signs. Budgets. Investments.

What did you do today that brought you joy and put you in the right mindset for success? In the hustle and bustle of modern life, finding a balance between productivity and JOY can feel like an impossible task. But fear not!

Let’s dive into a topic that might not be the most exciting, but is crucial: wills and trusts. I know, I know, it sounds like something only lawyers and rich folks worry about, but trust me, it’s something we all should have on our radar. Why? Because it’s about protecting what matter …

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. While a critical decision, it’s often given significantly less thought than the distribution of your assets. B …

Wondering how to prepare financially for a new baby? Check out our complimentary “Preparing for Your Bundle of Joy” checklist, full of financial advice for new parents to help you get ready for your bundle of JOY. Download the Checklist

Our latest webinar, Revocable Living Trusts as part of an Estate Plan with Carson Group’s Director, Trust Services Scott Berryman and Manager & Sr. Wealth Planner Tom Fridrich is now available for viewing on-demand. 

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …

It’s impossible to encounter the question “What did you do today that brought you joy?®” without Larry Sprung immediately coming to mind. We hope you enJOY episode 38 of Facts vs Feeling hosted by Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP Global Macro St …

Picture this, your baby, the tiny bundle of joy you brought into this world, is now 18, legally an adult. Suddenly, the rules change. You’re still Mom or Dad, but legally speaking, you’re not automatically entitled to make decisions on their behalf anymore. Scary, right? This a …

Your parents taught you everything you know about money. From opening your first checking account to taking out your first car loan, they were always there to guide you. But as your parents get older, they may begin turning to you for help with their finances. How do you begin to navigate t …