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estate planning

Including Digital Assets in Your Estate Plan

September 24, 2018Constance CiaricoFinancial, Investments, Market News, Newsletter

What should you know? What should your executor know?   When people think about estate planning, they may think in …

Tagged digital assets, estate planning

An Estate Plan or a Wealth Transfer Strategy?

October 24, 2017Constance CiaricoFinancial, Investments, IRAs, Market News, Uncategorized

Basic estate planning documents may not communicate your intentions. There are three degrees of estate planning: advanced, basic, and none …

Tagged estate planning, wealth transfer

Will You Avoid These Estate Planning Mistakes?

January 14, 2016Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter

Too many wealthy households commit these common blunders. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Many people plan …

Tagged estate planning, Retirement, Taxes, trust

Securities offered through Cadaret, Grant & Co. Inc. member FINRA/SIPC.  Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor.  Prentice Wealth Management, LLC and Cadaret, Grant & Co. Inc. are separate entities.

 

© 2020 Prentice Wealth Management, LLC

William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

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