Search Results for: estate plan
Do you have an estate plan?
An estate plan can help create security for your family. or instance, a healthcare directive can help protect you if you get in a car accident and need medical care while unconscious. We look at what goes into an estate plan so you can better assess whether you need to create one.
Tax Prep versus Tax Planning
For many Americans, the thought of taxes goes hand in hand with mild anxiety. That anxiety can lead people to lump everything tax related into one bucket
How to leverage the Estate Tax
The lifetime exemption may be one of the most misunderstood provisions in U.S. tax code, and it presents a big opportunity in 2023.
Be intentional with your wealth
Most people don’t set out to accumulate wealth for the sake of it. Rather, people want to live comfortably and provide for their families. After that, many hope to put their money to work in the world. Truly maximizing your wealth requires you to manage it with intention. And those conversations require you to touch on more than just your finances.
Multi-generational planning: Protect your parents, your children, and yourself
At Quorum, we believe truly comprehensive financial planning should involve multiple generations, and we can help you tee up the conversations to get everyone on the same page.
Quorum Guide to Real Estate Investing
As you build wealth, real estate can be one of the most important assets in your portfolio.
Do women need to take a different approach to wealth?
When it comes to women and money, the financial services industry sometimes misses the mark. Certain assumptions—like the idea that women are more risk averse than men—can be circumstantial rather than inherent. To that end, I want to dedicate some time to the unique challenges women face when it comes to financial planning, plus strategies to face those hurdles head on.
How to build generational wealth
A 20-year study by the Williams Group found 70% of wealth is lost in the first generational transfer, and a full 90% by the third. Additional studies have shown that these monetary losses often translate to family strife. So how can you preserve the wealth you’ve built for your family for generations to come? Be intentional about your money and what you’re building, create an estate plan that provides for future generations, and keep up with financial planning.
