Life Insurance for Business and Estate Planning
By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.
Life Goals: Understanding Life Insurance and How it Fits in Your Finances
Watch our webinar, “Life Goals: Understanding Life Insurance and How It Fits in Your Finances” with Carson Group’s Vice President, Insurance Matt Lewis, now available on-demand.
Financial Literacy Guide
The basics of financial literacy – such as budgeting, borrowing and saving – can be difficult to teach to kids, but the rewards of a child heading into adulthood with a solid understanding of financial literacy are numerous. Download the checklist today to get started.
Why Do I Need an Estate Planning Attorney?
Is an estate planning attorney necessary to creating a creating an estate plan? Find out whether estate planning without a lawyer is a good idea for your situation.
How to Create an Estate Plan
Estate planning isn’t just for the ultra-wealthy – it’s a vital part of everyone’s path to financial freedom. We’ll show you how to create your own estate plan in ten simple steps.
What Estate Plan Documents Do I Need?
What documents do you need for estate planning? We’ll cover all the basics you need to know, including how to prepare estate plan documents and where to store your estate plan documents.
Irrevocable Trust vs. Revocable Trust
What are the differences between a revocable trust vs. Irrevocable trust? We’ll answer all your questions, including what is a trust, how trusts are taxed, and which trust is best for asset protection.
Charitable Giving Strategies in a High-Income Year
Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …
When Should You Have an Estate Plan?
When should you have an estate plan established for passing wealth to your heirs? We’ll talk about what’s estate planning, who needs estate planning (and when), and what happens if you don’t have an estate plan.
Who Needs Estate Planning?
Ever wonder who needs estate planning? Find out why estate planning is important for everyone and what happens if you don’t have an estate plan.
3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction
Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
COMPLIMENTARY RESOURCE
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
