Category Archives for "Family Estate Planning"

Aug 12

7 Processes to Complete With Your Parents Before They Die

By Beverly Davidek

In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your parents that can offer significant healing and completion for their life and yours. While Daniel shared these processes in the context of the impending death […]

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Aug 12

4 Year-End Tax-Saving Strategies for 2019

By Beverly Davidek

As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax Cut and Jobs Act (TCJA) completely overhauled the tax code, and if you’ve yet to take full advantage of the benefits offered by the new tax law now is the time […]

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