At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This post focuses on an important aspect of Financial Matters: Estate Planning. Individuals may put off estate planning for
Posted ByEstate planning is a crucial process that plans for management and distribution of one’s estate. A modern-day estate goes beyond properties and physical assets. You must consider many different digital assets. It is important to plan for digital assets to prevent any financial or sentimental losses. Laws and regulations around data security and digital assets
Posted ByWhen a spouse or loved one passes away, there are several things to do. First and foremost, it is important to grieve and allow yourself time to heal. This checklist outlines some items to consider when a spouse or loved one has passed away.
Posted ByHere are some suggestions for beneficiaries to keep in mind prior to spending their inheritance.
Posted ByThe IRS has announced that in 2019, the estate and gift tax exemption will be increased to $11.4 million per individual, up from $11.18 million in 2018. This means that an individual can leave $11.4 million to heirs and pay no federal estate or gift tax and a married couple will be able to leave up to $22.8 million. While the federal exemption amount is considerably high, there are some states that have lower state estate and gift tax exemption amounts.
Posted ByEstate planning for pets has become more common recently, and the costs account for food, vet bills, medication, travel expenses, and more. Here are a few things you can do to ensure your pet is in the best hands and receives the best care possible.
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