Short, simple action steps to help families like yours avoid probate, save on taxes, and be prepared when “the time” comes. It’s written with heart, a little humor, and zero fluff. If you want practical tips on being a good steward of your parents’ legacy (and your own), sign up here! MUST CONFIRM SUBSCRIPTION - CHECK SPAM FOLDER AFTER SUBSCRIBING FOR THE LINK!
Life Audit: Three Meetings. One Month. One Flat Fee.
The Formula Wealth Report
Short, simple action steps to help families like yours avoid probate, save on taxes, and be prepared when “the time” comes. It’s written with heart, a little humor, and zero fluff. If you want practical tips on being a good steward of your parents’ legacy (and your own), sign up here! MUST CONFIRM SUBSCRIPTION - CHECK SPAM FOLDER AFTER SUBSCRIBING FOR THE LINK!
Smart Money, Made Simple Navigating Your Financial Future Doesn't Have to be a Headache If your parents’ portfolio is stuffed with bonds and yours is riding the crypto rollercoaster… guess who’s grinning like your awkward uncle Jimmy as he helps himself to another giant serving of mashed potatoes this Thanksgiving? The IRS. Why? Because when family portfolios don’t coordinate, you end up serving Uncle Sam the biggest slice of pie—while your own plate looks suspiciously light. Bless your...
Smart Money, Made Simple Navigating Your Financial Future Doesn't Have to be a Headache Adding your name to your parents’ house sounds smart, right? Like, what could possibly go wrong? Oh, just little things like capital gains tax, gift tax, and Medicaid penalties. You know… the fun stuff. Here’s how to keep the family home from turning into a financial horror story: 🏡 Revocable Trust Keeps the house out of probate and under control—without waking the IRS. 📑 TOD Deed (Transfer on Death) Fast,...
Smart Money, Made Simple Navigating Your Financial Future Doesn't Have to be a Headache Hey there,Here’s something you don’t hear every day: long-term care costs can sometimes be tax-deductible. No, really! If you’re helping your parents with elder care, assisted living, or medical appointments, there’s a chance Uncle Sam might actually give you a little relief—if you know how to ask. What counts? Memory care In-home caregivers Assisted living (when it’s for medical need) Even mileage to...