At Essential Planning, LLC we believe that as markets, investments, tax laws, estate laws and life itself grow more complex – and as our clients are increasingly inundated with data and facts instead of wisdom – what they need most is twofold:
First, a comprehensive financial and estate plan.
Second, a competent and caring team of empathetic professionals to serve as the steward and advisor of that plan to keep everybody and everything moving in the right direction.
At Essential Planning, LLC you have found such a steward.
“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.”
~ The Honorable Learned Hand - Judge, U.S. Court of Appeals
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Four vacation destinations you might never have thought of.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Do your insurance needs stay the same when the nest empties?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Women must be ready to spend, on average, more years in retirement than men.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It's easy to let investments accumulate like old receipts in a junk drawer.
With alternative investments, it’s critical to sort through the complexity.