Blog
Intra-Family Loans: Transferring Non-Taxable Wealth Between Generations
Author: Stacy Hanley Transferring large amounts of wealth to your heirs through your estate is not as simple as handing them a piggy bank. There are many factors at play that you should consider, one of which being whether the money is taxable or… Read more
Should I Discuss My Estate Plan with My Heirs?
Author: Stacy Hanley As we all know, one of the main objectives of estate planning is to give you the ability to decide how and when your assets will be divided upon your death. This preparation gives you security in knowing your remaining wealth… Read more
Women Don’t Ask | Encouraging Women to Speak Up During the Estate Planning Process
Author: Stacy Hanley Most women that I know both personally and professionally are reluctant to ask for what they want directly. This behavior can lead to major problems down the road, especially during the financial and estate planning processes. In my years of… Read more
Why Are Men Dominating the Financial and Estate Planning Industries?
Author: Stacy Hanley Despite some improvement in the last few decades, financial and estate planning is still a male-dominated industry. In fact, approximately, 85% of financial planners are men. Why is this? Most Women Leave Financing to Their Husbands For… Read more