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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
Navigating Financial Decisions After the Death of a Spouse or Partner
The death of a spouse our partner reshapes life in an instant. Even for those who felt prepared,...
3 Minute Read
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Understanding Your Options: Mediation, Litigation, and DIY Divorce
Facing divorce brings a wave of emotions—uncertainty, fear, overwhelm, and sometimes relief. One of...
3 Minute Read
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Year-End Financial Planning After the Death of a Spouse
The first year after a spouse’s or partner’s death is an emotionally intense and often disorienting...
3 Minute Read
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Financial Steps to Take Once Your Divorce Is Final
When a divorce becomes final, the emotional and mental exhaustion can make it tempting to step away...
2 Minute Read
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The Divorce Process: What to Expect and How to Prepare
Beginning the divorce process can feel overwhelming, especially when you’re already navigating...
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Is Divorce Mediation Right for You? What to Know Before You Choose
When you’re facing divorce, choosing how to divorce is just as important as the decisions you’ll...
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Tax
,
Generational Wealth Planning
Tax and Family Benefits of Hiring Children in a Family Business
Many family businesses naturally involve multiple generations - from grandparents to teenagers -...
3 Minute Read
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Generational Wealth Planning
,
Estate
What Is a Generation-Skipping Trust?
A Generation-Skipping Trust (GST) is a powerful estate planning tool for preserving generational...
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Risk Management
,
Generational Wealth Planning
,
Insurance
A Holiday Gift Idea from Your Financial Plan
For many people around this time of year, financial planning may take a back seat to make room for...
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Investment
,
Generational Wealth Planning
,
Behavioral Finance
From Dip to Dynasty: Roth Conversions for Generational Wealth
Periods of market downturn often trigger anxiety and inaction among investors. Such periods can...
4 Minute Read
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