Wishing You a Wonderful Holiday Season!
December 23, 2024
Category: General Information
Navigating the Sandwich Generation
December 3, 2024
During this time of year as families gather for the holidays, it is important to gain clarity as to the wishes of your parents in order to protect their legacy. Check out this podcast in which members of Monument Wealth Management and I discuss how best to approach the conversation of incapacity and dying. #estateplanning #incapacityplanning
Estate Planning – Ultimate Strategic Partner
November 12, 2024
In May, I sat down with Jason Howell to discuss the process of estate planning and why it is important that families “begin the begin”. Check out the podcast/video recording of our time together. #estateplanning #incapacityplanning #beginthebegin
Wishing you a joyous holiday season!
December 19, 2023
Wishing you a wonderful holiday season!
December 27, 2021
Proposed Tax Reform and the Evolution of Estate Planning
October 11, 2021
I recently spent time with two friends, who happen to be financial advisors, where we discussed the proposed tax reform legislation and what it means for estate planning now and in the future. A link to the podcast is here. Enjoy listening! #estateplanning #legacyplanning #taxplanning #taxreform
Giving Back Time to the Community
July 9, 2021
Click here to learn more.
Happy New Year!
January 1, 2021
Wishing you and yours a peaceful, joyous and healthy New Year!
Happy Thanksgiving!
November 26, 2020
THANK YOU FOR YOUR SUPPORT THIS PAST YEAR. WISHING YOU AND YOURS A WONDERFUL AND PEACEFUL THANKSGIVING!
ICYMI – Navigating Private Philanthropy During a Pandemic
July 18, 2020
In case you missed the virtual seminar this week on “Navigating Private Philanthropy During a Pandemic”, the recording can be found HERE and ask yourself, what will you do with your charitable dollars this year?
