Estate Planning
The most common estate planning mistake isn’t failing to write a will. It’s assuming estate planning only becomes relevant once your net worth approaches the federal estate tax threshold. At $15 million per individual in 2026, most West Palm Beach families aren’t there. But that doesn’t mean their assets transfer efficiently, avoid probate, reach the…
Most estate plans focus on what happens after death. The families who actually transfer wealth successfully focus on something harder: preparing their children and grandchildren to receive it, manage it, and not lose it within a generation. Bouchey Financial Group helps West Palm Beach families plan the full arc of wealth transfer, from structuring lifetime…
Written by: Samantha Masey, CFP® As soon to be first-time parents, my husband and I are in the middle of preparing for our baby to arrive and all the details that entails. Having a baby is an exciting and joyful time, but we have also encountered some unexpected considerations in preparation for her. These have…
Written by: Marty Shields, CFP®, AIF Developing an estate plan is not high on many people’s to-do list because it can be overwhelming to think about, and everyone hopes it is not needed until many years in the future. The fact is that life is uncertain and if something were to happen, the difference between…
Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner As seen in The Saratogian At least twice a week, I have a client who asks me whether a Roth conversion is something they should consider in their financial planning. This is also a topic that I often bring up in conversations with clients. …