Archive for the ‘Estate Planning’ Category
Estate Planning: 16 Things to do Before You Die
Posted on April 24th, 2012 by GWM
If you’ve ever had the unpleasant task of putting a loved ones affairs in order after their death, then you’ve probably thought “I wish they’d done this or that to make things easier. If only they’d known!”
Well, now is the chance for you to do something different with your estate.
This article is a pretty good list of things you can start today
1. Physical Items Inventory
2. Non-Physical items Inventory
3. Credit Cards and Debts List
4. ………..
Click… Read More
Client?
Posted on March 14th, 2012 by GWM
Are you interested in talking with me about your finances and investments but not sure if we’re the right fit?
I have clients of all portfolio sizes, ages, employment, and stages of life.
What I like to do is make a difference in someone’s life. Frankly, it’s just as rewarding for me to work with a young couple who are serious about planning and saving for their future as it is to manage portfolios and wealth for business owners and retirees.
Don’t be shy. If… Read More
I am taking new clients
Posted on October 7th, 2011 by GWM
Last quarter a client of mine asked my permission to refer his friend to me. He didn’t want to offend me by giving out my business card without my okay.
I’m hereby giving everyone permission to offend me!
What this conversation led me to understand is that I haven’t done a very good job communicating that Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about.
I work with clients… Read More
Help Your Aging Parents
Posted on June 15th, 2011 by GWM
Ho
w can you start to help your aging parent without causing them to become defensive?
What kinds of assistance can and should you provide them?
This is a good article to start to address these questions.
Future of Estate Planning Remains up in the Air
Posted on October 20th, 2010 by GWM
In the same vein as my video and article on Unresolved Tax Bills in Congress, the Estate Tax is STILL not resolved for next year.
What a disaster!
The Estate Tax exemption is about to revert to $1,000,000 again in just a few months.
 … Read More
Estate Planning: 16 Things to do Before You Die
If you’ve ever had the unpleasant task of putting a loved ones affairs in order after their death, then you’ve probably thought “I wish they’d done this or that to make things easier. If only they’d known!”
Well, now is the chance for you to do something different with your estate.
This article is a pretty good list of things you can start today
1. Physical Items Inventory
2. Non-Physical items Inventory
3. Credit Cards and Debts List
4. ………..
Click… Read More
Client?
Are you interested in talking with me about your finances and investments but not sure if we’re the right fit?
I have clients of all portfolio sizes, ages, employment, and stages of life.
What I like to do is make a difference in someone’s life. Frankly, it’s just as rewarding for me to work with a young couple who are serious about planning and saving for their future as it is to manage portfolios and wealth for business owners and retirees.
Don’t be shy. If… Read More
I am taking new clients
Last quarter a client of mine asked my permission to refer his friend to me. He didn’t want to offend me by giving out my business card without my okay.
I’m hereby giving everyone permission to offend me!
What this conversation led me to understand is that I haven’t done a very good job communicating that Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about.
I work with clients… Read More
Help Your Aging Parents
Ho
w can you start to help your aging parent without causing them to become defensive?
What kinds of assistance can and should you provide them?
This is a good article to start to address these questions.
Future of Estate Planning Remains up in the Air
In the same vein as my video and article on Unresolved Tax Bills in Congress, the Estate Tax is STILL not resolved for next year.
What a disaster!
The Estate Tax exemption is about to revert to $1,000,000 again in just a few months.
 … Read More
