Author archives for Sarah Duey

    Expand Your Charitable Reach

    Blog

    Expand Your Charitable Reach

    As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: o …

    Read More
    You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

    Blog

    You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

    My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.

    Read More
    Knowing When to Update Your Estate Plan

    Blog

    Knowing When to Update Your Estate Plan

    From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.

    Read More
    The Comprehensive Guide to Estate Planning

    Blog

    The Comprehensive Guide to Estate Planning

    An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

    Read More
    What You Need to Know When Choosing the Right Trustee

    Blog

    What You Need to Know When Choosing the Right Trustee

    One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

    Read More
    How to Use a Trust as a Financial Planning Tool

    Blog

    How to Use a Trust as a Financial Planning Tool

    Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be …

    Read More
    Why You Need a Will (and You Need One Today)

    Blog

    Why You Need a Will (and You Need One Today)

    Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of yo …

    Read More
    When Should I Start Worrying About Putting Together My Estate Plan?

    Blog

    When Should I Start Worrying About Putting Together My Estate Plan?

    Who wants to spend an afternoon thinking about their mortality? The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

    Read More