Trusts 101: Exploring Different Types and Their Benefits in Estate Planning
While we all hope to have many more years with our families and friends, having an estate plan in place is important for every adult – regardless of age. It’s the best way to ensure your wishes will be met, both for the disposition of your assets and the financial security of your loved ones. […]
Protecting Each Other: Insurance and Estate Planning for Couples
In the journey of life, finding a partner with whom you can share your dreams, challenges, and accomplishments is a remarkable and cherished experience. As a couple, you build a life together, nurturing a relationship that is grounded in love, trust, and mutual support. Just as you work together to build your future, it’s crucial […]
Ep 112: Chatting with Realtor Amanda Ondrey: The State Of The Real Estate Market (Part 2)
Today, we have Amanda Ondrey from M.C. Real Estate joining us once again. In our previous segment, we delved into Amanda’s real estate career and her journey as a business owner. In this episode, Amanda talks with us about the current real estate market and addresses some common concerns and questions about buying and selling in this environment.
Ep 111: Chatting with Realtor Amanda Ondrey: Building An All-Female Team (Part 1)
Today we have the pleasure of sitting down with Amanda Ondrey of M.C. Real Estate. In part one of this two-part episode, Amanda, renowned for her all-female team, shares her real estate journey with us- from being mentored herself and surviving the 2008 market crash to establishing herself as a successful realtor.
Creating and Maintaining Generational Wealth in Retirement
In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task. However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to leave a legacy than to provide financial security? That’s why this article will provide valuable tips and insights to help […]
What Happens to Inherited Retirement Accounts?
You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? You may think that the beneficiary just gets all the […]
Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)
We are back with Joel Cavanaugh, partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC, for this episode. Joel handles a wide array of cases in estate planning and has a wealth of knowledge to share with us today. In part one of this two-part episode, we got to know more about Joel and talked about the ins and outs of running a business. In part two, Joel will answer your estate planning questions.
Ep 109: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 1)
Today we are glad to welcome Joel Cavanaugh to the podcast. Joel is a partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC and handles a wide array of cases in the areas of Estate planning. In this two-part episode, Joel will discuss his journey as an attorney and business owner and will answer your questions about Estate planning.
Protecting and Passing Down Your Financial Legacy
When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing the unique risks to the affluent […]
Passing an Inheritance to Your Children: 8 Important Considerations
Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel very meaningful to be able to provide a financial legacy for your loved ones, but it’s important to be practical, […]
