
Ask Molly: Three Ways to Create a Family Legacy Around Giving
Three ways to create a family legacy around philanthropy and inspire future generations to find passions and causes of their own.
Estate planning is much more than getting the necessary documents in order. What legacy do you want to leave behind? Let’s help you explore this question.
Three ways to create a family legacy around philanthropy and inspire future generations to find passions and causes of their own.
Legal developments in Washington State have put the focus on “committed intimate relationships,” which affects financial planning for unmarried couples.
How do you know when you’re truly ready to retire—not just financially, but also physically, mentally, and emotionally? It’s not just about age.
The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.
California’s probate process is cumbersome and expensive. Creating and funding an inter vivos revocable living trust is one way to avoid probate.
With all of the emotions and excitement during a time of transition, the last thing parents are likely thinking about is estate planning for young adults.
To help you better understand the nuts and bolts of this area of financial planning, we have compiled a comprehensive glossary of estate planning terms.
Putting an estate plan in place is an investment of time and money, but is well worth it to ensure that one’s wishes are carried out.
An inherited IRA retains the benefits of the original retirement account but is subject to immediate lifetime RMDs or a five-year withdrawal election.
It’s difficult to find a more challenging life event than the passing of a loved one. Between the emotional toll it takes on you and your family, combined with the pressure that comes with potentially serving as an executor, you may find yourself wondering where to begin.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Brighton Jones, LLC), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Due to various factors, including changing market conditions and/or applicable laws, content published here may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information on this website serves as the receipt of, or as a substitute for, personalized investment advice from Brighton Jones, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Brighton Jones, LLC is neither a law firm nor a certified public accounting firm and no portion of our content should be construed as legal or accounting advice. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available upon request.