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Life & Legacy Organizer

by Lauren Genuardi | Oct 21, 2025 | Expressive Wealth Articles, Lauren's Posts

Let’s Talk About Your Life & Legacy Organizer Talking about death is never easy. It’s a topic many of us avoid—but it’s an inevitable part of life. While we can’t control when it happens, we can take steps to ease the burden on the loved ones we leave behind. What...

RMD Distribution Planning

by Lauren Genuardi | Oct 20, 2025 | Expressive Wealth Articles, Lauren's Posts

Congratulations! You’ve reached that magical life milestone where the IRS comes knocking and asks you to start taking Required Minimum Distributions or RMDs from your IRA accounts. Now what? You’ve spent your entire life thinking of those accounts as untouchable...

Thinking Divorce? Know Your Litigation Budget

by Stephanie Morawski | Oct 7, 2025 | Expressive Wealth Articles, Stephanie's Posts

Generally, a litigation budget is a document that outlines the estimated costs associated with a specific legal case. It helps attorneys and their clients plan and manage the financial aspects of litigation. It typically includes projections for attorney fees, court...

How To Negotiate A Divorce Settlement With Your Spouse

by Stephanie Morawski | Oct 3, 2025 | Expressive Wealth Articles, Stephanie's Posts

Once you and/or your spouse have decided to file for divorce, know at some point there will be negotiations. We have included some simple steps for how to negotiate a divorce settlement with your spouse. Establish Open Communication: Sit down and discuss the situation...

What to Do When You Receive a Sudden Windfall: How to Make Smart, Lasting Choices

by Stephanie Morawski | Oct 2, 2025 | Expressive Wealth Articles, Stephanie's Posts

An inheritance. A legal settlement. A big bonus. A property sale. There are many ways a sudden influx of money can arrive in your life—and while it may feel exciting at first, it often brings stress right alongside it. When you receive unexpected cash, it can feel...

Big Beautiful Bill Overview

by Kaitlin Martinez | Sep 17, 2025 | Expressive Wealth Articles, Kaitlin's Posts

PRO BUSINES & INVESTORS SALT Deductions Increased from 10k-40k phasing out for individuals making 250k or more Estate Exemption Increased to 15mm per person adjusted for inflation QSBS – Qualified Small Business Tax Tax shelter up from 10mm to 15mm Gross...
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Recent Posts

  • Life & Legacy Organizer
  • RMD Distribution Planning
  • Thinking Divorce? Know Your Litigation Budget
  • How To Negotiate A Divorce Settlement With Your Spouse
  • What to Do When You Receive a Sudden Windfall: How to Make Smart, Lasting Choices

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