Annual Gifting and Estate Planning
I’m quite often am asked how much can I gift to a loved one. Well the simple answer is “Whatever you want”, but there could be implications you need to be aware of if you did that. So let’s get started.
Probate vs Non Probate – How Assets Transfer at Death
Hello and welcome back to Smart Financial Future. I’m John Williams, Certified Financial Planner and Senior Advisor at Ironwood Wealth Management and today I want to go over how assets pass on after you pass away.
Estate Planning Document Basics
Hello and welcome back to Smart Financial Future. I’m John Williams, Certified Financial Planner and Senior Advisor at Ironwood Wealth Management and today I want to talk about some of the documents used in estate planning.
Multi-Millionaire Investing Mistakes
I’m John Williams, Certified Financial Planner and Senior Advisor at Ironwood Wealth Management and today I want to talk about multi-millionaires. In a recent study 880 millionaires were asked to identify the biggest investing mistake they made before they decided to get help from a professional.