The Mission Wealth

Insights Blog:

Estate Planning

From basic to advanced strategies, we believe estate planning is critically important, and often overlooked.

Many clients create plans and then put them on a shelf. However, as your financial status and family dynamics change, not to mention estate and income tax laws, it’s important to review your plan periodically to ensure it still fits your needs

Whether your goal is to leave your estate to heirs or charity, to minimize taxes or to maximize lifetime giving, we are here to provide clarity and direction. We have the knowledge to guide you through all phases of your estate plan to ensure that your wealth is directed as you intend.

Financial advisor with small business owner

Retirement Plans for Small Businesses

As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for contributions you make to an...

June 20, 2019
writing a will for estate planning

Wills: The Cornerstone of Your Estate Plan

If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals,...

February 27, 2019
Buying a Second Home

Special Considerations for Second Homes

A rustic cabin. a seaside cottage. Has it been a lifelong dream of yours to own a second home? Buying a vacation home can be an alluring prospect. Before you decide to purchase one, though, you...

January 29, 2019
Preparing for Parenthood - parents with a newborn

Preparing for Parenthood

Parenthood may be one of the most rewarding experiences you'll ever have. As you prepare for life with your baby, here are a few things you should think about....

January 24, 2019
Estate Planning Introduction

Estate Planning: What Are Your Needs?

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to...

January 7, 2019
Will to minimize taxes

Leaving a Legacy

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for...

December 31, 2018
2018 tax planning

A Big Gifting Opportunity in New Tax Code

Although the the recent Tax Cuts and Jobs Act bill of 2017 certainly offers its fair share of complexity, it also presents a tremendous opportunity that many high-net-worth households don’t fully...

December 28, 2018
529 college savings plan

Estate Planning and 529 Plans

When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for school, but you'll also remove money from your taxable estate. This will help you...

November 29, 2018

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