#financialplanning | stricklandlawyers

Retirement Planning for Business Owners

Retirement Planning for Business Owners -estate plan must integrate into your retirement and business transition strategy.

Estate Planning Checklist to Facilitate Multigenerational Wealth Transfers

Educate and update your extended family about your wealth transfer goals and the plan you have put in place to achieve these goals.

Make Gifts That Your Family Will Love but the IRS Won't Tax

Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational

Preserving Your Money and Property Beyond the Third Generation

Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond.

Fears When Talking about Money

the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure t

Four Things to Make Your New Job a Success

Four Things to Make Your New Job a SuccessCongratulations on your new job! Getting a job begins a major chapter in your life. As you navigat

How the Employee Onboarding Process Can Affect Your Estate Plan

How the Employee Onboarding Process Can Affect Your Estate Starting a new job is an exciting new chapter in your life. Depending on your com

The Estate Planning Tool Kit for Unmarried Partners

Estate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed...

The Lesson Plan for Your Estate

questions and answers about estate planning and how estate planning, or the absence of an estate plan, may impact your life.

Planning Considerations for Unmarried Partners

When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and...

Five Reasons to Protect Your Retirement Accounts Now