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Yourefolio Estate and Legacy Planning Software

A Love Letter to Future Generations

Ethical Wills
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Yourefolio Estate and Legacy Planning Software

Starting off on the right foot: New Year's (Financial) Resolutions

What comes to mind when you think of the New Year?
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Eight Simple Estate Planning Review Items for 2019

Eight Simple Estate Planning Review Items for 2019

Scott Huff 1 | Dec 12, 2018 Employ these during your next client meeting to make sure the basics
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Yourefolio and InterActive Legal Partner and Integrate Platforms

InterActive Legal® and Yourefolio™ Announce Alliance Partnership and Release of Integration Between Platforms

WESTLAKE, OHIO (PRWEB) DECEMBER 04, 2018 InterActive Legal’s best in class document drafting
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Ten Innovators and Influencers to Watch in 2019 Yourefolio

Ten Innovators and Influencers to Watch in 2019

Scott Huff, Yourefolio   For many advisors, estate planning is a bit of a dirty word. Not that it
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Wealthy Investors Hold Off on Estate Tax Planning

Thanks, Congress. Wealthy Investors Hold Off on Estate Tax Planning

* The estate and gift tax exemption is $5.49 million per individual. * Top federal tax on gifts
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