How Prepared Are Your Heirs?

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON November, 04, 2016
Thirty Trillion Dollars! That staggering amount is what studies predict will be transferring from Baby Boomers to their heirs in the coming years (i). Yet nearly 70 percent of family wealth transference and business succession plans fail, with the vast...

Read more

HOW TO CREATE YOUR EFFECTIVE FAMILY INVESTMENT PLAN

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON September, 24, 2016
  Many of us spend our lifetime accumulating our wealth.  But did you know that often times heirs don’t spend their inheritance—our wealth—responsibly?  In fact, nearly 70 percent of family wealth transference and business succession plans fail.  This is according...

Read more

Spousal Lifetime Access Trust

POSTED BY MITCHELL KAUFFMAN, MANAGING DIRECTOR, CERTIFIED FINANCIAL PLANNER™ ON August, 23, 2016
  A powerful estate planning tool in today’s uncertain world  “Having your cake and eating it too” is usually beyond what we can deliver in wealth advisory.  That has been especially true when making gifts to reduce one’s estate size...

Read more

Navigating Divorce

POSTED BY MITCHELL KAUFFMAN, MANAGING DIRECTOR, CERTIFIED FINANCIAL PLANNER™ ON July, 09, 2016
Quick: Name the most stressful life experiences.  If you said death of a spouse/family member or close friend you would be close as these were ranked first and third respectively by a recent study.[i]  Actually, divorce was ranked the second...

Read more

How Can You Avoid the Top 10 Estate Planning Pitfalls

June, 22, 2016
Upon your death, the best thing you can do for loved ones is allow them to resolve your estate quickly and easily, so they can get on with their lives. But people often fall into 10 estate planning traps. Here...

Read more

Can Articulating Your Values Enhance Family Cohesion?

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON May, 17, 2016
“What’s important about money to you?” The response to this critical question invites a higher level exploration beyond those tangible possessions which can provide transitory satisfaction. Study after study shows that lasting happiness and fulfillment can more often be attained...

Read more

A Survivor’s Financial Checklist

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON April, 27, 2016
No one likes to think about death, and yet we all have to face it sooner or later.  My clients often request a checklist when someone they know has passed away.  It can provide some structure during a time that...

Read more

ESTATE TAX PORTABILITY: DO YOU STILL NEED A TRUST?

POSTED BY MALONEADMIN ON January, 16, 2016
As you may already know, we each can now shelter up to $11.58 million ($23.16M for couples) from estate taxes as assets pass to our heirs.*  The new tax law preserves portability, which was introduced in a revision of tax...

Read more

Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.

Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.