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The Importance of Wealth Planning, Part 4: Investing in Something Greater
While the wealth planning journey involves numbers, figures and calculations, those elements are only the means to a more important end. Wealth planning lets individuals and families evaluate their present financial lives with the hopes of exploring and…
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The Importance of Wealth Planning, Part 3: A Perfect Storm for Wealth Transfer Opportunities
“Out of adversity comes opportunity.” This quote, attributed to Benjamin Franklin, holds particular relevance today as we navigate an unprecedented economic shock. High estate tax exemptions, low interest rates and a down market have all come together in…
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The Importance of Wealth Planning, Part 2: A Three-Step Guide to Wealth Plan Reviews
As discussed in part one of our blog series, a wealth plan is an important tool for families in good times and bad. Regular maintenance is required to keep the plan updated and responsive to an individual or…
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Business Continuity during the Quarantine
At RKL Wealth Management, our documented Business Continuity Plan (BCP) undergoes review, testing and updating on an annual basis. On March 18, 2020, we activated the BCP and implemented its systems and policies to support employees, maintain stable…
