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When asked what The Wealth Conservancy is all about, our reply is that we guide our clients to navigate the trauma of inheritance. I bristle when someone responds with, “I wish I had that problem!” though I can understand where they’re coming from. Most of us see the advent of an inheritance as a solution […]

In this two-part blog post series, we first went over the big picture items that leafplanner has to offer for estate organization, and in this part, we will detail the importance of your leafplan in the day-to-day aspects of life. If you missed last week’s blog and are unfamiliar with TWC’s newest partner, leafplanner, you […]

If you have dealt first-hand with having to organize a messy estate binder and want to make your own plan more accessible, going electronic might be your answer. With more of the world switching from physical hardcopies to a more digital environment, you may find it easier to switch your estate binder to a digital […]

Junk fees from hotels and airlines have become a hot topic, but thankfully, they’re getting easier to spot. During the 2023 State of the Union address, President Biden pledged to eliminate surprise resort fees that hotels tack on at checkout. California has already passed laws to bring more transparency to pricing, and other states are […]

The challenge of maintaining a healthy financial discipline while having varying views on money affects most couples in the United States. For some, one partner may be inclined to save every penny earned, while their significant other may spend money the second the direct deposit hits their account. Others may feel insecure about how much […]

Leaving money in a will for a pet was once a practice mostly associated with the wealthy, but it is now becoming more common. As more people view their pets as family members, including them in estate plans has gained popularity. Estate lawyers now routinely suggest a “pet directive” as part of a will. This […]