Careful planning is essential to help ensure your wealth passes efficiently to your loved ones. With significant changes potentially on the horizon, estate and tax planning remains crucial. The federal estate tax exemption stands at $13.99 million [...]
Estate planning isn’t something you do once and forget about—it’s an ongoing process that helps ensure your financial affairs are in order and your loved ones are taken care of. One of the most important documents in [...]
Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert sold a successful business, and their combined estate, valued at $15 million, includes a mix of real [...]
Have you ever considered how your loved ones will be taken care of after your passing? The answer lies in estate planning and life insurance. When effectively combined, these components offer invaluable financial support to your family [...]
A key part of financial planning is estate planning. If you’ve got a solid financial plan, but your estate plan isn’t organized well (or doesn’t exist at all!), you might want to consider looking into putting your [...]
Powered by: Simplicity Lone Beacon
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Brett Reid Wealth. Brett Reid Wealth is a separate and unaffiliated entity from Simplicity Wealth.
