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 →

Published: Friday, 31 January 2020 | 11:53 AM ET l By: Ivory Johnson, CFP, ChFC, Founder, Delancey Wealth Management, LLC ::
My father once told me that there are two types of thieves: the ones who break into your house to steal your TV and the ones who convince you to sign on the dotted line. The tax legislation has been a tale of those receiving a tax break and others who have seen their obligation increase. Taxpayers cannot change their exposure in the short term, but they can certainly plan for the future. Continue reading →