Estate Planning

Estate Planning Updates After the Holidays

The end of the year is an ideal time to re-evaluate your estate planning designations.    Here are a few reasons why…     Addressing Life Changes from 2020 This is the perfect time to reflect on how much your life has changed in the… Read more

2020 Annual Exclusion Gifts | Why You Should Give Before Year-End

The end of the year presents the perfect time to reflect on how your life has changed in the last 12 months and plan for the future accordingly. This is just as true for your wealth as it is for any other aspect of your… Read more

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

Why Is it So Important for Women to Participate in the Estate Planning Process?

Author: Stacy Hanley   If you’ve been following me for a while now, you know it is my greatest passion to empower and guide women through the estate planning process so they have the confidence and desire to speak up for what they want.  … Read more

Tips for Engaging Women During the Financial and Estate Planning Process

Author: Stacy Hanley   I’ve talked a lot about the various reasons why women are less likely than men to take the reins when it comes to financial and estate planning, but I’d like to take this a step further and present some solutions.  … Read more

The 3 Estate Planning Documents Every Woman Needs

Author: Stacy Hanley    Today, millions of women must play more roles in their lives than they ever have before—boss, coworker, employee, daughter, wife, mother, friend, coach, etc. Women keep the family calendar, plan the kids’ chores, help with school activities and oversee schoolwork, make… Read more

College Planning 101

  Author: Stacy Hanley    In 1992, I had to make a decision on where to go to college. My parents wanted me to attend my home state university, The University of Georgia. This made sense logically since it was close by, the tuition was… Read more