Nicole M. Beitzinger

Harmony of Legacy: A 12-Day Estate Planning Celebration (Days 9 to 12)

To continue our holiday series “Harmony of Legacy: A 12-Day Estate Planning Celebration,” we share with you the last days…

11 months ago

Harmony of Legacy: A 12-Day Estate Planning Celebration (Days 5 to 8)

To continue our holiday series “Harmony of Legacy: A 12-Day Estate Planning Celebration,” we share with you four more days.…

11 months ago

Harmony of Legacy: A 12-Day Estate Planning Celebration (Days 1 to 4)

Day 1: A Partridge in a Pear Tree = The Foundation of Your Estate Plan Welcome to our “12 Days…

11 months ago

Tax and Wealth Advisor Alert: How Joint Accounts Can Ruin Your Estate Plan

As individuals grow older, they are often inclined to add a child to their financial accounts to assist them with…

2 years ago

Tax and Wealth Advisor Alert: What is an Estate Plan?

We are often asked, “What is an estate plan?” An estate plan can mean different things depending on your unique…

3 years ago