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BRIDGING THE GAP

Personal advice and wealth management.

Imagine You're Dead—Now What? Thumbnail

Imagine You're Dead—Now What?

You don’t do estate planning just for yourself. The documents the estate attorney produces are important, but there are other things you can do now to show your love for your heirs. Don’t leave behind a mess.

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Investec State of the Markets Event Thumbnail

Investec State of the Markets Event

Investec hosted its live "State of the Markets" event on Thursday, January 30th, at the Royal Sonesta Hotel in Houston. Clients attending the event heard presentations from John and Daniel Goott, Investec principals, on economic and market events of 2019 as well as on their outlook for investors in 2020.

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Estate Planning in the Digital Age

We have all faced the question “What will our loved ones do if something unexpected happens to us?” To address that question, most of us have put safety nets in place. But as more and more of our lives become digital, another question arises: “Have we taken steps to ensure that our loved ones will have access and rights to our digital assets and our on-line presence?”

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Legacy Letters – Ensure Your Legacy Goes Beyond the Money Thumbnail

Legacy Letters – Ensure Your Legacy Goes Beyond the Money

Legacy letters are informal documents. They express personal values, offer encouragement, and transmit knowledge or hopes. In general, they leave a qualitative legacy, separate from monetary or property bequests. They lack the legal force of a will or formal estate plan, but clearly help heirs understand the hopes and wishes of those who have gone on before.

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Having “That Conversation” with Your Children

Affluent Americans spend millions of dollars each year with high-powered estate attorneys and tax planners. The result? When the time comes, their assets will transition to their heirs through tax-effective, complex arrangements like family limited partnerships, life insurance, and various kinds of trusts. Despite these efforts, it’s been estimated that for as many as 70% of estates, assets and family harmony are lost following the transition of the estate.

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