Learn about the benefits of estate planning and how having a proper estate plan protects your family, preserves your legacy, and serves as a critical component of sound financial planning.
Estate Planning
Smart Gifting Strategies for the Holiday Season
The holiday season is an ideal time to support the people and causes that matter most. With the right strategy, your gifting can be both meaningful and tax efficient. From annual exclusion gifts for family members to advanced charitable tools like Donor-Advised Funds, Qualified Charitable Distributions, and appreciated securities, there are powerful ways to maximize the impact of your generosity and leverage your tax efficiencies. Thoughtful planning not only enhances your giving experience, it can also unlock significant long-term tax advantages. As a local CFP® serving Hampton Roads families, we help clients align their holiday giving goals with their financial goals and values.
The Basics and Fundamentals of Proper Estate Planning
Estate planning isn’t just about distributing assets—it’s about protecting your legacy, easing burdens on loved ones, and ensuring your wishes are honored. In this blog, we break down the essential documents every Virginian should consider—from wills and powers of attorney to living trusts—and explain the roles and strategies used to create a proper estate plan. Whether you’re building your first plan or updating an old one, understanding these estate planning fundamentals can give you and your family lasting peace of mind.
Estate Planning: Tools, Tips, and Techniques
In this blog we discuss estate planning, unpacking what it is and some tools, tips, and techniques to ensure you design the estate plan that is best for you and your family. We outline the importance of estate planning in your overall financial plan. We outline the many components that fall under the estate planning umbrella, including wills, trusts, beneficiary designations, medical directives, tax implications and more.
Episode: 08-08-2023 | Estate Planning Fundamentals Do’s and Dont’s
Dollars & Common Sense · Estate Planning Fundamentals: Do's and Don'ts What Is Estate Planning Kevin Zywna, Wealthway Financial Advisors: Tonight we are going to talk about estate planning some of the do's and don'ts of estate planning. What is it? What should you...
Episode: 06-13-2023 | Three Steps To Attain Financial Wellness
Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Financial Wellness What Is Financial Wellness? Kevin Zywna, Wealthway Financial Advisors: Tonight, we're going to talk about financial wellness. Financial wellness - what is it, how do you get it and how to...
Episode: 04-25-2023 | Estate Planning Basics
Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Allison Dubreuil, Wealthway Financial Advisors: Good evening. Tonight we wanted to talk about one of the two certainties of life. Two certainties of life are death and taxes. We just got through tax...
Episode: 03-08-2022 | Reverse Mortgages, Gifting Rules, And IRAs
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · Reverse Mortgages, Gifting Rules, Roth Conversions & more IRA Basics Allison Dubreuil, Wealthway Financial: We're going to talk all things IRA. As we're approaching the tax...
Episode: 02-22-2022 | Best Assets To Inherit
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · The Best Assets to Inherit The Best Assets to Inherit Allison Dubreuil, Wealthway Financial: To kick things off. Tonight, we wanted to go back to the topic that we were talking...
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Episode: 02-08-2022 | Estate Planning and Inheritance
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Understanding Estate Planning and Inheritance Allison Dubreuil, Wealthway Financial: We're going to talk about inheritance tonight. Whether you are looking to leave an inheritance, planning on how to pass on...
Episode: 08-10-2021 | Estate Planning & How to Handle an Inheritance
Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® What Is Estate Planning And Why Is It Important? Allison Dubreuil, Wealthway Financial: We're going to talk about one of your favorite topics. It's the last thing that almost everyone tackles in...
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