You may say to yourself, “I don’t have a trust, those are only for billionaires. This won’t apply to me.” But wait… it might. The new trust requirements significantly impact the kind of trust that you didn’t realize was considered “a trust”.
It’s a new year, but remember: Time is a construct. The truth is, you can start your year whenever you want. If you thought the start of the year got away from you, let us reassure you that you can start right now.
Get ready for 2024 – a year promising more changes! While specifics are still a mystery (who doesn’t love surprises?), we’ve got insights, especially in the financial realm. Curious about what’s coming? Here’s a sneak peek into the future.
“Your life, well spent” is a constant work in progress. Your overall life design and all of your plans are of course subject to change as the world adjusts and changes around you. Here’s how we help you do just that.
The term “deadline” carries a grim history, contributing to the anxiety it evokes. Understanding why deadlines trigger anxiety can help to mitigate stress proactively. This fall and winter, let’s act to relieve stress and take action to embrace deadlines.
We want you to notice what is – and is not – resonating in your life. That means, that we need to pay attention. To think about what might make it even better… what “your life, well spent” could really look like.