5 Estate Management Tips to Remember
Estate management is crucial if you want to leave your heirs with a financial safety net. Plus, without a proper legacy and estate strategy, you may leave your heirs with a lengthy and confusing process of dividing your estate. Follow these tips to do it right....
The Stealth Move by the IRS & Kids’ Inheritance
New ruling emphasizes the need for an adaptive estate planning approach One recent development that has stirred conversations among investors and advisors alike is the issuance of the IRS Revenue Ruling 2023-2. This ruling has presented a unique set of challenges and...
Amanda’s Pick: “IRS Quietly Changed the Rules on Your Children’s Inheritance”
Published by Kiplinger.com Written by Lindsay Graves “In March, the IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable trust is involved. In the last decade or so, more families have begun...
Talking to Beneficiaries About Your Estate Intentions
It’s no surprise that couples disagree throughout their marriage. For the most part, those differences can be resolved relatively quickly, but common ground can feel very far off when it comes to estate planning. A few critical considerations can influence how you...
Bob has a passion for making your money work hard for you. He takes profound joy in ironing out a plan for a long and comfortable retirement, no matter what your current income or level of wealth. With a work ethic second to none, he has a zeal for transforming uncertainty into stable ways for you to protect your future and your family. He knows that the quality of your life you enjoy today can remain as rewarding—or even better—after retirement.
With a strong background in information technology, Carol is instrumental in building operational policies and strategies that keep the organization functioning smoothly. Carol’s organizational skills and her flexibility to jump from priority to priority along with her commitment to customer service makes her an essential part of the Grimard Financial team. When Carol is not working with the Grimard Financial Family, she is a very creative and accomplished photographer.