
Creating a Lasting Legacy Through Philanthropic Planning
The essence of philanthropic planning is when you build a legacy that reflects your deepest values long after you’re gone.
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The essence of philanthropic planning is when you build a legacy that reflects your deepest values long after you’re gone.
This episode dives into one of the most significant tax reforms in recent history: The Tax Cuts and Jobs Act of 2017.
In 2024, we witnessed the beginning of a financial phenomenon informally known as The Great Wealth Transfer.
Deciding when to retire may not be one decision but a series of decisions and calculations as part of an overall retirement income plan.
Nobody is ever prepared for the death of a spouse. Unfortunately, the financial responsibilities of your loved one’s estate now fall on you.
Life insurance was once known as burial insurance and used to pay for funeral expenses. Today, it’s a crucial part of many an estate plan.
Kate Cassidy and Elizabeth discuss Eldercare 101: Medicare vs. long-term care, protecting assets, gifting strategies for loved ones and more!
There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital.
Elizabeth Hiza discusses Estate Planning with Kate Cassidy to uncover important strategies you may want to think about.
This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!