5 Common “ahas” of Estate Planning
Charlie wants you to know some common “aha” moments clients have when they sit down to review their estate plans.
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Charlie wants you to know some common “aha” moments clients have when they sit down to review their estate plans.
On this week’s episode, James wants to know: what can we take into our “new normal”, and what should we leave behind?
Tax season comes with lots of questions, and the key to having the answers is getting yourself organized.
A lot of us only think about taxes at the beginning of each year. But if you’re someone who’s required to pay more frequently – how you pay throughout the year can affect your tax return.
On this week’s episode, James explores the consequences of putting our grief on the back burner. If we let it sit for too long, will it burn?
Because of Covid everything looks a little different right now, including tax season.
Charlie wants to be sure you know the pros and cons of a do-it-yourself will.
Don’t let this New Year go by without bringing your kids into the conversation of what your family resolution is for 2021.
On this week’s episode, James invites you to sit with the heaviness of this year in order to recoup some of what might have been lost.
Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff
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