Monthly Archives: February 2020

Estate planning: Not just for the 1%

Published: Tuesday, 18 February 2020 | 11:53 AM ET l By: Ivory Johnson, CFP, ChFC, Founder, Delancey Wealth Management, LLC ::
There’s a common misperception that estate planning is reserved for the wealthy, as an attempt to shield assets from the grasp of Uncle Sam—but nothing could be further from the truth. In fact, estate planning is giving what you have to whom you want, the way you want, when you want and with the least amount of taxes and expenses possible. Continue reading

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