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Estate Planning

News and information to help improve your Four Capitals
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Estate Planning

Spousal Lifetime Access Trust (SLAT)

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 Financial Matters article focuses on Spousal Lifetime Access Trusts (SLAT). Spousal Lifetime Access Trust (SLAT) is an inter

Posted By Alyssa Yocom
June 1, 2021
Charitable Giving

Using Charitable Trusts in Estate Planning

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 Financial Matters article focuses on using charitable trusts in estate planning. Charitable gifting can be accomplished in many

Posted By Alyssa Yocom
April 27, 2021
Estate Planning

Estate Planning: A New Perspective

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 By Alyssa Yocom
February 1, 2021
Estate Planning

Estate Planning for Digital Assets

Estate 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 By Alyssa Yocom
September 22, 2020
Estate Planning

Checklist: When a Loved One Passes Away

When 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 By Alyssa Yocom
January 30, 2020
Estate Planning

Responsibilities of Inheritance

Here are some suggestions for beneficiaries to keep in mind prior to spending their inheritance.

Posted By Tony Miller
September 27, 2019