Estate-planning documentation helps avoid gut-wrenching family fights over wills

The recent passing of the “Queen of Soul” arrived with some surprising news. With an estimated $80 million estate, Aretha Franklin died without a will or a trust. Rock and roll star Prince left his heirs in the same lurch a few years ago. Other celebrities who died without a will (intestate) include: singer-songwriter-congressman Sonny […]

Read More…

How To Get The Most Out Of Social Security

Social Security is a significant source of income for many of us these days. Given the added annual cost-of-living increase (COLA), it has become a keystone to a successful retirement. Because many people are not aware of some of the lesser-known nuances of this benefit,  here are some tips to help you get the most […]

Read More…

Discover if You Have Enough Saved to Retire

Will you be able to maintain your lifestyle after retiring? According to research, significant numbers of working families are “at risk” of failing to maintain their standard of living once they stop working. Decades ago, most employees put in the required years of service to achieve their desired income goal and collect a check in […]

Read More…

Timothy Admire named partner at Willow Creek Wealth Management

Timothy Admire, Operations Manager at Willow Creek Wealth Management, has become a partner in the firm. Admire joined Willow Creek in 2014 and has 12 years of experience in investment and portfolio management, trading, trust management, regulatory compliance, and technology/systems operations. Admire has a bachelor’s degree in economics with a minor in managerial economics from […]

Read More…

Willow Creek Commentary: Summer-2018

TAX DEDUCTIONS AND CHARITABLE IMPACT The Tax Cuts and Jobs Act enacted in late 2017 is more than 500 pages long with detailed changes affecting many areas of the tax code.   Aside from the reduction in federal tax rates, most taxpayers will be impacted by the higher standard deduction and changes in itemizing deductions. Here’s […]

Read More…

Good News for Philanthropic IRA owners

If you’re over age 70 1/2 and are looking to reduce your taxes while making charitable contributions, you should consider taking advantage of a Qualified Charitable Donation (QCD) from your Individual Retirement Account (IRA) this year. The IRS ruled that charitable donations after age 70 1/2 made from your IRA accounts will be exempt from […]

Read More…

Business Succession Planning

Don’t die before you pass your business’ torch. Here is how to plan the handoff. As baby boomers enter retirement years in droves, the question of who will succeed them in their businesses is an ongoing issue. While some can’t wait to leave their careers to start doing all those things they have been postponing […]

Read More…

Willow Creek Commentary: Spring-2018

RECENT MARKET VOLATILITY After a period of relative calm in the markets, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. The US stock market fell more than 7% on two occasions (top-to-bottom) during this first quarter, resulting in many investors wondering what the future holds and if […]

Read More…