fritz@engelsfinancialgrp.com
770-363-0739
Estate Planning
6
Nov
Why Family Matters in Long-Term Care and Estate Planning
When we consider long-term care planning, some of us may eventually think: “I don’t want to be a burden to my family.” And that is a common and valid worry! As much as our family members love and want to support us, no one wants to feel like they’re asking too much of their loved ones. Which is why planning
25
Sep
Managing Taxes in Your Estate Plan
Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this phase, managing taxes and maintaining access to liquidity become important priorities. For families who want their life’s work to directly benefit children and
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Contact Info
770-363-0739
125 Town Park Drive, Suite 300, Kennesaw, GA, 30144