Legacy Building Archives

April 2024

5 Legacy and Estate Planning Mistakes to Avoid

5 Legacy and Estate Planning Mistakes to Avoid Juniper Wealth Management

A key part of financial planning is estate planning. If you’ve got a solid financial plan, but your estate plan isn’t organized well (or doesn’t exist at […]

Securing a Lasting Legacy: Strategies for Building Generational Wealth

Securing a Lasting Legacy: Strategies for Building Generational Wealth Juniper Wealth management

In the complex and ever-evolving landscape of financial planning, the ultimate goal for many individuals extends beyond personal wealth accumulation. It encompasses a profound desire to […]

5 Things to Help You Get Started on Legacy and Estate Planning

5 Things to Help You Get Started on Legacy and Estate Planning Juniper Wealth Management

Do you have a plan for what will happen to your assets when you pass away? This may be something that you […]

How to Pass on a Retirement Account

Legacy Building is complicated: The fair decision may not actually be the most practical one. What does this mean? It means that even if you divide up your estate equally […]

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Disclosure: Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Juniper Wealth Management, CPA Joint Venture and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Juniper Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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