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Gevurtz Menashe
15 followers -
Founded On Families
Founded On Families

15 followers
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Last year marked the beginning of a historic economic event and what economists are calling “The Great Wealth Transfer”. Over the next several decades, according to US News & World Report, an estimated $30 trillion will be passed from Baby Boomers to Millennials. What does this mean for you? Check out our top planning tips here:

https://www.gevurtzmenashe.com/blog/2018-01-23/the-great-wealth-transfer.html
"The Great Wealth Transfer"
"The Great Wealth Transfer"
gevurtzmenashe.com
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Did you know over half of Americans – 56% in fact – do not have an up-to-date estate plan? Estate planning can often be an overlooked element of financial wellness. As you're setting New Year’s Resolutions to get fit in 2018, don't forget to include your financial health as part of that plan!

https://www.gevurtzmenashe.com/blog/2018-01-23/estate-planning-financial-wellness---our-top-faqs.html
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Happy New Year! With 2017 behind us, and many changes to our new tax codes, there are several major, compelling updates to share from the estate planning world. As we leap into a new year, here are five hot estate planning topics to know for 2018:

https://www.gevurtzmenashe.com/blog/2018-01-23/estate-planning-hot-topics-for-2018.html
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We understand that end-of-life planning isn’t an easy conversation to have with your loved ones. Whether you’re considering getting your affairs in order or wondering how to convince someone you love to create a plan, here are a few things to think about as part of that process:

http://www.gevurtzmenashe.com/blog/2017-08-15/how-to-talk-to-your-loved-ones-about-creating-a-will.html
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Although "do-it-yourself" options may be a smart approach for things like home improvement, car maintenance, and even online investing; a do-it-yourself divorce can cost more than most people bargain for. Here are a few dangers to DIY'ing your divorce:
http://www.gevurtzmenashe.com/blog/2017-06-14/the-dangers-of-diy-divorce-.html
The Dangers of
The Dangers of
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2016 marked the 100th year of the modern U.S. estate tax. But, with a new year, and a new administration, comes the likelihood of changes to the tax code. Whether this comes in the form of a full repeal is up for debate, but with Trump in office and a GOP-controlled Congress, some type of estate tax reform is likely on the horizon.

http://www.gevurtzmenashe.com/blog/2017-04-19/beyond-the-numbers--estate-tax-policy-musings.html
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As a survivor, mulling through the personal and financial affairs of your loved-one, after they die, can be stressful. With funeral arrangements, communications with family and friends, etc. As you begin to scroll through the pieces that need attention, here are a few suggested practical items and timelines to consider:

http://www.gevurtzmenashe.com/blog/2017-04-05/what-to-do-when-a-loved-one-dies--a-survivors-checklist.html
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We’ve seen firsthand how money can be a source of conflict for many couples. In fact, a recent survey from the National Foundation for Credit Counseling reports nearly 70% of adults say they have negative feelings about discussing money with their significant other.

Whether you’re newly married or looking for tips on improving your existing financial management as a couple, here are the answers to our most frequently asked questions when it comes to money and marriage:

http://www.gevurtzmenashe.com/blog/2017-03-29/for-richer-and-for-poorer--top-faqs-about-marriage-money.html
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These days, virtually every American has an expansive range of digital assets. They are so ingrained in our daily life that we don’t consider the complications that could arise should something happen to us. In addition to protecting our homes, cars, bank accounts, retirement accounts, and other “traditional assets,” we must think about what will happen to our “digital assets.” Here are a few things to consider when it comes to estate planning and digital assets:

http://www.gevurtzmenashe.com/blog/2016-11-22/estate-planning-digital-assets.html
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It's back to school season and we know life gets hectic! Organizing carpools, daycare, lunches, and activities along with establishing bedtimes and encouraging homework can consume our energy. Amidst this, there is one homework assignment that parents shouldn't put off: executing an estate plan. Have you done your homework?
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