Tag: Charitable Giving

We Want to Draft Your Legacy

Checklist for Estate Plan’s Success

September 3, 2021
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Read More

What to Leave In and Out with Retirement Assets

July 2, 2021
To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.
Read More

Do Estate Planning before Golden Age Ends

June 15, 2021
Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
Read More
Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

Get Directions
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
chevron-down