Stephen Ahern

Stephen P. Ahern, CPA/PFS, CFP®, AEP®, MST provides individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients including key top-level executives, high-net-worth individuals, business owners, venture capitalists, and entrepreneurs. Stephen co-founded and served as President of Wealth Management Advisors, LLC for twenty-one years before joining the Sachetta team.

3 min read

Estate Planning and Children: What Parents/Guardians Can Do

Estate planning and children go hand-in-hand. The birth of their first child is often the event that causes someone to call estate planning advisors for the first time. It’s a weight off your shoulders to know that your young children have some...

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Youthful Black woman reviews essential estate planning documents.

3 min read

Essential Estate Planning Documents That Most People Need

What would happen if you were in a terrible accident today and landed in the hospital, seriously...

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3 min read

After Term Life Insurance Plans Expire, What Happens Next?

When you bought your term life insurance policy, you were probably thinking about the same thing...

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A black family with man and wife and kids hike on a forested trail. Trusts for Estate Planning

3 min read

Trusts for Estate Planning: Varying Types for Varying Goals

There’s a common misconception that trusts are only for the wealthy. In reality, all kinds of...

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Older parents share a home-cooked meal outside with their child and family. They discuss estate planning essentials of State and Federal Tax Laws.

4 min read

Estate Planning 101: What State and Federal Tax Laws Apply?

Estate planning isn’t something any of us can afford to put off. The future is entirely...

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3 min read

Family Asset Management Fails Without Proper Estate Planning

Good family asset management requires balancing your family’s short-term and long-term financial...

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3 min read

Having a Family Has an Impact on Your Estate Plan—Here’s How

Creating estate plans is partially about making sure your own wishes are followed at the end of...

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3 min read

Tax Planning for Retirement: Topics for Your Next Tax Meeting

As we move into tax season and everyone starts scheduling their annual sit-down with their...

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