Estate Planning Archives - Aura Wealth Advisors

Customized Investment Strategies: Tailor Your Portfolio with Professional Help

Bert Doerhoff, CPA / December 13, 2023 / Estate Planning, Retirement Investing

Every investor has unique financial goals, risk tolerance, and investment preferences, which is why customized investment strategies are important. Working with a qualified financial advisor can tailor your investment portfolio to align with your specific needs and objectives. A financial advisor who is also a Certified Public Accountant (CPA) has expertise that can be particularly […]

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How Business Planning Can Secure Your Company’s Future

Bert Doerhoff, CPA / June 25, 2023 / Business Advice, Estate Planning

Planning is an essential cornerstone for securing your company’s future in the constantly evolving and highly competitive business landscape. A business plan isn’t just a tool; it’s a comprehensive guide charting a course for your company’s future. What is a business plan? A business plan is a detailed, formal statement of business goals, why they

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Estate Planning Bloopers: Avoid These 4 Estate Planning Mistakes

Bert Doerhoff, CPA / October 27, 2022 / Estate Planning

Estate planning is an crucial process you don’t want riddled with errors. Learn some notable estate planning mistakes to avoid here.

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Aura Wealth How to Take Advantage of Historically Low Interest Rates in Estate Planning

How to Take Advantage of Historically Low Interest Rates for Estate Planning Purposes

Bert Doerhoff, CPA / May 12, 2020 / Estate Planning

In 2017, estate planning legislation passed by Congress made it easier for Americans to provide tax-free financial gifts to their children and grandchildren. That legislation granted a 40 percent levy to those with the largest amount of inheritance money. It also made more people eligible to avoid the gift tax and the United States estate

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Investment Options Parents Can Make for Their Minor Children

Bert Doerhoff, CPA / February 29, 2020 / Estate Planning

Teaching your children the value of early investments can help them become savers from a young age. As soon as they’re old enough to understand the concept of money, sit down with your kids to explain how money can grow over time when they invest it. Before you get to that step, however, consider the

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How to Discuss Estate Planning with Family This Holiday Season

Bert Doerhoff, CPA / November 15, 2019 / Estate Planning, Wealth Management

As adult children leave home, move across the country in some cases, and start families of their own, it can be challenging to bring everyone together to discuss the sensitive topic of making an estate plan. Since many families travel hundreds of miles to be together for the Holidays, this can be the ideal time

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