by Savvysite | Dec 13, 2024 | Estate Planning, Savvy Up Podcast, SWWM, The Savvy Women Show
In this episode of the Savvy Series, Catherine and Rachel discuss the 6 biggest mistakes women often make when inheriting large sums of money. They cover crucial topics such as failing to account for estate taxes, the importance of understanding capital gains, and the...
by Savvysite | Oct 16, 2024 | Estate Planning, Financial Planning, Savvy Up Podcast
In this episode, we dive into the unique financial complexities that come with second marriages. We cover essential topics like estate and tax planning, handling debts, wills, and healthcare directives. How should couples manage finances—combine assets or keep...
by Savvysite | Jun 14, 2024 | Estate Planning, Retirement Planning, Savvy Up Podcast
In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. Schedule Free Consultation FREE Webinar: Becoming a...
by Savvysite | Apr 28, 2022 | Estate Planning, SWWM, The Savvy Women Show
Click on the image above to view this video. Estate Planning – What to Expect in 2022 In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want...
by Savvysite | Jan 3, 2018 | Estate Planning, SWWM, The Savvy Minute
Today’s tip will cover “What is an irrevocable life insurance trust? Also known as an ILIT! An ILIT is created by an individual (also known as the grantor) during his or her lifetime. The ILIT owns a life insurance policy on the grantor’s life via the transfer of...
by Savvysite | Dec 21, 2017 | Estate Planning, SWWM, The Savvy Minute
What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals and needs, there are many types of...
