Estate Planning Archives | Sachetta

Estate Planning Checklists for the Non-traditional Family

Estate Planning Checklists for the Non-traditional Family

Many families today don’t fit the traditional nuclear family mold. In these cases, estate planning is critically important to protect your wishes and the rights of your loved ones. Stephen Sachetta CPA, MST lays out an estate planning checklist for when you discuss with your advisors.

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Estate Planning Can Keep Assets in the Family

Estate Planning Can Keep Assets in the Family

Maintaining generational wealth is notoriously difficult. Of more than 3,200 affluent families interviewed by researchers throughout the ’80s and ‘90s, 70 percent involuntarily lost assets after wealth was transitioned to the next generation.* What […]

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