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How to Keep Your Family Cabin in the Family
November 22, 2019
Family cabins are part of many people’s retirement dreams. If you own vacation property, consider special cabin planning when creating your estate plan. A cabin plan is a wealth transfer strategy designed to keep the property in the family after the owner’s passing. It can eliminate many of the challenges related to shared ownership. Wealth Transfer Strategies When the goal is to preserve the property for the family, the most complete planning scenario will incorporate a
Write a Legacy Letter for the Ones You Love
August 16, 2019
What kind of legacy will you leave behind? In 2018, SYM reached a milestone of 50 years in business and as part of the celebration we invited Susan Turnbull, the founder and principal of Personal Legacy Advisors, LLC, to speak to our guests on the topic of legacy. Legacy, in its simplest definition, is the influence you have on the lives of other people, the way you act and create relationships, and the values and
SYM Financial Advisors Welcomes Black and Slocum as Partners
July 31, 2019
PRESS RELEASE SYM FINANCIAL ADVISORS WELCOMES BLACK AND SLOCUM AS PARTNERS SYM Financial Advisors is pleased to welcome Kris Black, CPA and Jonathan Slocum, CFP®, as its newest partners. Black serves as SYM’s Chief Financial Officer. She earned a Bachelor of Science in business accounting from Indiana University Bloomington and is a Certified Public Accountant. She joined SYM in 2012. Black is a member of the Indiana CPA Society and the American Institute of Certified
The Other Talk: A Conversation with the Author – Podcast
July 19, 2019
Brad Duling, CFP®, Financial Advisor and Partner, interviews the author of “The Other Talk” and asks key questions about the process of communicating later-in-life wishes within a family. Join us for a behind-the-scenes look at this much-used SYM planning resource.
Where Will Your Money Go When You’re Gone? – podcast
July 19, 2019
Join SYM Financial Advisor Michelle Hipskind in a story-filed, engaging discussion about the value of making sure you have the proper beneficiary designations on your bank accounts and other assets. What the topic lacks in glamour, it makes up for in importance!
