Jason Largey
9 Things You Need to Know About Creating a Will
Making a will is not always a pleasant task to consider. But, it’s so important — neglecting to put your wishes in writing can cause a big headache for your family down the road. 2 in 5 Americans over the age of 45 don’t have a will at all, which...
Did You Know? 5 Fun Estate Planning Facts
Estate planning can be a heavy subject. We all know we have to do it, but thinking about our own mortality is not an easy thing. Our “Guide to Legacy & Estate Planning” covers all of the gritty details – how to start with estate planning, when and how to...
Tips for Managing Aging Parents’ Finances
If you wait too long to set up a plan to help manage your aging parents’ finances, you might encounter unnecessary problems down the line. Talking about money can be uncomfortable, especially when you are having the conversation with loved ones or...
Naming a Guardian for Minor Children in Your Will: How and Why
How do you decide who should be your child’s guardian? As a parent, you likely find yourself quietly admiring your child’s latest triumph—riding a two-wheeler without training wheels, mastering tennis, crushing the spelling bee, the list is long. But do you...
Have You Included Digital Assets in Your Estate Plan?
Failure to plan could mean some of your digital assets will be lost. Have you considered how much of your life is stored in digital accounts? Depending on your age, it’s possible that nearly every memory you have is electronic. For example, it’s not unusual...
Have You Designated a Trustee for Your Estate?
For more on estate planning, read our free “Guide to Legacy & Estate Planning.” Read the Guide. When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy or elderly have to worry about....
Have You Designated a Trustee for Your Estate?
When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy or elderly have to worry about. But it’s never too early to start estate planning, and it isn’t contingent on having a certain level of wealth or...Setting Up a Trust Fund: What You Need to Know
For more on estate planning and trusts, read our free “Guide to Legacy & Estate Planning.” Read the Guide. Imagine: you’ve worked hard over the years to grow and manage your assets so you can leave a lasting legacy to your family and ensure...
Transferring Wealth After the Tax Reform Act
The new tax reform that was signed into law in December, 2017, made important changes that will affect estate planning and wealth transfer strategies for many individuals and families. Here are some of these changes and how they might impact you and your...
