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3 Estate Planning Documents Your Parents Need Right Now

3 Estate Planning Documents Your Parents Need Right Now

by Trish Butcher | Mar 12, 2024 | Estate Planning

Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed...
14 Ways to Show Your Finances Some Love This Year – Part 2

14 Ways to Show Your Finances Some Love This Year – Part 2

by Trish Butcher | Mar 5, 2024 | Estate Planning

Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: Make a Qualified Charitable Distribution (QCD) Front-load Your 401(k) Contributions Set Up an IRA for a Child Make Donations During...
14 Ways to Show Your Finances Some Love This Year – Part 1

14 Ways to Show Your Finances Some Love This Year – Part 1

by Trish Butcher | Feb 27, 2024 | Estate Planning

Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves our attention: the love we show ourselves and our family through...
Why Naming Guardians For Your Kids is Important

Why Naming Guardians For Your Kids is Important

by Trish Butcher | Feb 20, 2024 | Estate Planning

As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to...
Love Your Business? Love Your Family? Then You Need a Succession Plan

Love Your Business? Love Your Family? Then You Need a Succession Plan

by Trish Butcher | Feb 13, 2024 | Asset Protection, Estate Planning

You’ve put blood, sweat, and possibly a few tears into building your business from the ground up. You’ve got the vision, the drive, and the occasional coffee stain on your favorite tie. But have you thought about what happens to your business once you...
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Trish Butcher

 

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