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Did you know that 60% of Americans haven’t updated their estate plans in the last five years, and many don’t have the life insurance needed to protect their families?
This is a common issue in estate planning, and without the right life insurance, your loved ones might face hefty
Guardianship and estate planning are like a safety net beneath a tightrope.
Without them, one unexpected event—a sudden accident or illness—could uncertain your children’s future.
With the right plan in place, however, your family can move forward confidently, knowing your children will be supported by the people you
“After my father passed, we spent months trying to recover his digital accounts. The bank, his email, and even his social media were all locked. We never recovered his cryptocurrency—it was gone forever.”
This is a typical story that happens to many families.
Digital assets, such as online
“John thought everything was under control. He had remarried in his 50s, had two children from his first marriage, and believed leaving everything to his new wife in his will would take care of things. But when John passed away, his family faced confusion. His children from the first marriage
Have you ever considered what legacy you’ll leave behind beyond financial wealth?
For many people, estate planning focuses on helping their families feel secure for the future.
But there’s also an opportunity to create a lasting impact by including charitable giving in that plan. It’s not just about
Imagine this: You’ve spent years building your business, carefully guiding it through ups and downs, and making countless decisions.
But as you approach retirement, a big question arises—will your business continue to thrive without you?
With the right estate plan, all your hard work could lead to clarity
Picture this: You’ve spent a lifetime building memories, accumulating assets, and creating a legacy to leave behind. But without updating your estate plan regularly, those hard-earned accomplishments might not end up where you want them.
As your children grow up, your financial situation shifts or new relationships form—your estate
Think of probate as a slow-moving storm. You see it coming—legal complexities, delays, and costs that can create stress for your loved ones.
But, with the proper steps, you can help your family avoid getting caught in that storm.
Estate planning is like a shelter, offering protection from
Copyright © 2021 · 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 Ironwood Financial, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter 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, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Ironwood Financial, 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. Ironwood Financial, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Ironwood Financial, LLC client, please remember to contact Ironwood Financial, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Ironwood Financial, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.