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Estate Planning

Retirement In Sight, March 2022

Submitted by Kaizen Financial Advisors, LLC on March 25th, 2022

 

 

A STRATEGY FOR MONETARY GIFTS FOR FAMILY

Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth.

Tags:
  • Estate Planning
  • Retirement Planning
  • Tax Planning
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Young Adult Power of Attorney

Submitted by Kaizen Financial Advisors, LLC on September 23rd, 2021

 

 

In Case of Emergency: What Every Parent Should Know

When your child turns 18, there can be an abrupt loss of legal power for parents.  Even if you are providing financial support, your child transforms into an adult in the eyes of the law.

 

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  • Estate Planning
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Advance Directives in the Pandemic

Submitted by Kaizen Financial Advisors, LLC on July 17th, 2020

 

The coronavirus pandemic has shown a spotlight on healthcare for the elderly, who are the most prone to dying from the disease.  And that, in turn, has brought renewed attention to what may be the most overlooked part of a person’s (elderly or not) estate plan: the advance directives.

 

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  • Estate Planning
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