360.738.8038 THE CASCADIA FINANCIAL GROUP INC. Home About Insights Tools Contact ESTATE Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Featured Video Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Featured Presentation Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Have A Question About This Topic? Name Email Question 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. ARTICLES CALCULATORS PRESENTATIONS VIDEOS Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." Four Reasons Millennials Need an Estate Strategy Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now. Revising Estate Strategy Assumptions Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies. Yours, Mine, and Ours: Estate Strategies for Second Marriage Second marriages are a trigger event to revisit any existing estate strategies. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. VIEW ALL ARTICLES Contact Cascadia Financial Group Inc. Office: 360.738.8038 Office: 360.293.5400 Fax: 360.312.5342 1201 11th Street Suite 205A Bellingham, WA 98225 6,22,63,62 mark@cascadiafinancial.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. This material was created to provide accurate and reliable information on the subjects covered. It is not, however, intended to provide specific legal, tax or other professional advice. The services of an appropriate tax or legal professional should be sought regarding your individual situation. Mark Hoemann is a Registered Representative offering Securities through The O.N. Equity Sales Company Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory Services offered through O.N. Investment Management Company. Licensed to sell securities in the following states: MO, NV OR, WA