<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:media="http://search.yahoo.com/mrss/" xmlns:post="http://www.twentyoverten.com"><channel><title><![CDATA[WHZ Strategic Wealth Advisors]]></title><description><![CDATA[At WHZ Strategic Wealth Advisors, our advisors have a wealth of knowledge, and they're sharing it all the time, right here on our blog. Dive in and get the information and insights you need now.]]></description><link>https://incomeworksllc.com</link><generator>RSS for Node</generator><lastBuildDate>Sat, 14 Nov 2026 00:14:56 GMT</lastBuildDate><atom:link href="https://incomeworksllc.com/blog/feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[How to Talk About Money (and Estate Plans) with Loved Ones]]></title><description><![CDATA[Here's a six-step approach for raising the topic of money and estate planning with loved ones in a way that feels like care rather than an interrogation, plus the four documents and the questions most families forget to ask. ]]></description><link>https://incomeworksllc.com/blog/how-to-talk-about-money-and-estate-plans-with-loved-ones</link><guid isPermaLink="false">6adb793b5bf24951d174f4da</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><category><![CDATA[Inheritance]]></category><pubDate>Thu, 19 Nov 2026 10:35:35 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/6JEaX6cXeuwZ/WHZ-2026-10-banners-1.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/></item><item><title><![CDATA[Your Estate Plan Just Got an Upgrade: Here's What to Do Now ]]></title><description><![CDATA[High-net-worth families should revisit estate plans after OBBBA raised the federal estate and gift tax exemption to $15 million per person in 2026. ]]></description><link>https://incomeworksllc.com/blog/your-estate-plan-just-got-an-upgrade-heres-what-to-do-now</link><guid isPermaLink="false">6a2c36ba4995dea343453750</guid><category><![CDATA[Estate Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Thu, 25 Jun 2026 10:53:15 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZTPk_hvi4MFC/obbba-estate-plan-upgrade-2026.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[The Missing Link in Generational Wealth: Teaching Financial Literacy to Heirs]]></title><description><![CDATA[Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term.]]></description><link>https://incomeworksllc.com/blog/the-missing-link-in-generational-wealth-teaching-financial-literacy-to-heirs</link><guid isPermaLink="false">69efb477d84e53ab2a33d3dd</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[Inheritance]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Wed, 29 Apr 2026 08:12:57 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/-gSrJu1W-RGb/banner-teaching-financial-literacy-to-heirs-the-missing-link-in-generational-wealth.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[The Psychology of Money in Families: Why We Avoid Financial Conversations ]]></title><description><![CDATA[Learn why families avoid financial conversations, how money psychology shapes behavior, and how open communication can strengthen long-term wealth and planning.]]></description><link>https://incomeworksllc.com/blog/the-psychology-of-money-in-families-why-we-avoid-financial-conversations</link><guid isPermaLink="false">69c18e5c81e84d92c0d7c0d5</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Inheritance]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Tue, 07 Apr 2026 10:53:07 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZUStfmXTemuM/banner-the-psychology-of-money-and-families-why-we-avoid-financial-conversations.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[What You Should Know About AI-Driven Financial Insights  ]]></title><description><![CDATA[Discover the benefits and risks of AI-driven financial insights, and why human financial advisors remain essential for personalized, strategic planning.]]></description><link>https://incomeworksllc.com/blog/what-you-should-know-about-ai-driven-financial-insights</link><guid isPermaLink="false">69c18cba81e84d92c0d7bd34</guid><category><![CDATA[Investing]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 02 Apr 2026 08:17:13 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/JEPB2EyX4C_I/banner_-ai-and-finance.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/college-planning" slug="college-planning" name="College Planning"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Women & Wealth: What the Next Phase of the Wealth Transfer Means for Female Investors ]]></title><description><![CDATA[Women are set to inherit the majority of the $84 trillion "Great Wealth Transfer" over the next couple of decades. Addressing women's financial confidence gap is more important than ever. Here’s a look at what’s to come, and how women can prepare. ]]></description><link>https://incomeworksllc.com/blog/women-and-wealth-what-the-next-phase-of-the-wealth-transfer-means-for-female-investors</link><guid isPermaLink="false">699b73b3436e41be414036eb</guid><category><![CDATA[Investing]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Women]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Mon, 23 Feb 2026 08:17:23 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/6r7cDC2ECQgf/banner-Iran-War-Historical-Lens.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Your Guide to Hosting a Successful Financial Family Meeting]]></title><description><![CDATA[It was a bright autumn afternoon when the Henderson family gathered for their first formal family meeting. Three generations sat around the table—grandparents, parents, and adult grandchildren. At first, there was hesitation. Would the meeting feel forced? Would long standing differences bubble up? But as the conversation unfolded, something shifted. The grandparents spoke about the values that had guided them in building their wealth, the parents shared hopes for philanthropy, and the grandchildren offered fresh perspectives on the family’s role in the community. By the end of the day, the family left not only with a clear set of goals, but also with a renewed sense of connection.]]></description><link>https://incomeworksllc.com/blog/your-guide-to-hosting-a-successful-financial-family-meeting</link><guid isPermaLink="false">692755b59be78e90b9bd1f0c</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[Inheritance]]></category><pubDate>Thu, 20 Nov 2025 08:27:54 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/IHJ_JUUQycY/Banner_The-Power-of-Coming-Together-Your-Guide-to-Hosting-a-Successful-Multigenerational-Family-Meeting.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/></item><item><title><![CDATA[The Cost of Growing Old: What to Know Now to Be Prepared ]]></title><description><![CDATA[Aging comes with significant financial and lifestyle considerations. From healthcare to long-term care, estate planning and more, here are the essential steps to take now so that you're well cared for later.]]></description><link>https://incomeworksllc.com/blog/the-cost-of-growing-old-what-to-know-now-to-be-prepared</link><guid isPermaLink="false">68d9a741c38a009d78e3c05c</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 30 Sep 2025 08:37:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/1VIAlztYU8k/banner-cost-of-growing-old.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Investing in Real Estate as Part of Your Retirement Strategy: Pros and Cons]]></title><description><![CDATA[Are you looking to diversify your retirement portfolio beyond stocks and bonds? Real estate investing can be an attractive option for building long-term wealth and generating passive income in retirement.]]></description><link>https://incomeworksllc.com/blog/investing-in-real-estate-as-part-of-your-retirement-strategy-pros-and-cons</link><guid isPermaLink="false">67117fadb955a5536057fb5d</guid><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 22 Nov 2024 08:58:58 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/DrzOpa6zVcO/Investing-in-Real-Estate.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[3 Ways Business Owners Can Maximize Generational Wealth]]></title><description><![CDATA[Here are three powerful and sophisticated estate planning strategies that can help you maximize the transfer of generational wealth. ]]></description><link>https://incomeworksllc.com/blog/3-ways-business-owners-can-maximize-generational-wealth</link><guid isPermaLink="false">66e9fe43a0c1f04d4fe1626e</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Business Succession Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Fri, 11 Oct 2024 09:06:02 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/smDd5pOkgJq/Banner-3-ways-business-owners-can-maximize-generational-wealth.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/business-succession-planning" slug="business-succession-planning" name="Business Succession Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Should I Rent or Buy My Home – What Makes the Most Financial Sense?]]></title><description><![CDATA[Is it better to buy or rent? This decision can vary for everyone, consider these advantages and disadvantages for each.]]></description><link>https://incomeworksllc.com/blog/should-i-rent-or-buy-my-home-what-makes-the-most-financial-sense</link><guid isPermaLink="false">66673a05014da4aad40527b3</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sat, 29 Jun 2024 09:07:19 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/haUgcaa1Pav/banner-rent-or-buy.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Cryptocurrency and Your Estate Plan]]></title><link>https://incomeworksllc.com/blog/cryptocurrency-and-your-estate-plan</link><guid isPermaLink="false">65c9280d24f5a6a5e036c7d5</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Mon, 19 Feb 2024 09:09:08 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/0uR02-EWT7N/banner-cryptocurrency-estate-plan.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[What is a Family Business Succession Plan and Do I Need One for My Business?]]></title><description><![CDATA[Family business succession planning doesn't have to cause headaches. Learn 4 key tips to developing a plan for a smooth transition for the next generation. ]]></description><link>https://incomeworksllc.com/blog/what-is-a-family-business-succession-plan-and-do-i-need-one-for-my-business</link><guid isPermaLink="false">65c924e7badbe91ffecbf3fe</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Business Succession Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 15 Feb 2024 09:09:13 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/content/featured/what-is-a-family-business-succession-plan-and-do-i-need-one-for-my-business.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/business-succession-planning" slug="business-succession-planning" name="Business Succession Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Estate Planning Tips for Blended Families]]></title><description><![CDATA[Do you have a blended family? Here is some helpful information on what estate planning might look like.]]></description><link>https://incomeworksllc.com/blog/estate-planning-tips-for-blended-families</link><guid isPermaLink="false">64307e48e2bd4577fcb06771</guid><category><![CDATA[Estate Planning]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Wed, 02 Aug 2023 09:13:06 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Z6EACc4lsOi/banner-estate-planning-blended-families.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Why Everyone Needs an Inheritance Strategy]]></title><description><![CDATA[Many people dream of coming into an inheritance, but not all that glitters is gold. Read more to understand the complexities of inheriting wealth—and why you need a strategy.]]></description><link>https://incomeworksllc.com/blog/why-everyone-needs-an-inheritance-strategy</link><guid isPermaLink="false">6476011f20809840f6d84fcc</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[Inheritance]]></category><pubDate>Wed, 02 Aug 2023 09:13:00 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/mPjilUD1lwz/banner-why-you-need-an-inheritance-strategy.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/></item><item><title><![CDATA[Why A Will Isn't Enough: A Guide To Establishing A Trust ]]></title><description><![CDATA[You don't have to have millions in the bank to benefit from establishing a trust. Find out more about this important legal tool and how it can benefit you. ]]></description><link>https://incomeworksllc.com/blog/why-a-will-isnt-enough-a-guide-to-establishing-a-trust</link><guid isPermaLink="false">63b7329662b3eddcc3581080</guid><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Wed, 02 Aug 2023 09:12:54 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/nO9OtSt-ejG/banner-guide-to-trusts-for-estate-planning.png"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Estate Tax Changes Are Coming - 5 Ways to Prepare Now to Minimize Impact on Your Wealth]]></title><description><![CDATA[The estate tax exemption is set to be cut in half in 2026. Is your financial strategy prepared? Here are 5 key considerations. ]]></description><link>https://incomeworksllc.com/blog/estate-tax-changes-are-coming-5-ways-to-prepare-now-to-minimize-impact-on-your-wealth</link><guid isPermaLink="false">64760094f7f273ab42e2b01d</guid><category><![CDATA[Estate Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Tue, 01 Aug 2023 10:43:52 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/qyKrkN8Irco/banner-navagating-estate-tax-changes-in-2026.png"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Estate Planning as an LGBTQ+ Couple: 6 Things to Consider]]></title><description><![CDATA[Many LGBTQ+ couples face additional challenges in making sure their assets are protected. Here are 6 of those challenges, and what you can do to overcome them.]]></description><link>https://incomeworksllc.com/blog/estate-planning-as-an-lgbtq-couple-6-things-to-consider</link><guid isPermaLink="false">643eb98906398dd4adf3981b</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Sat, 03 Jun 2023 09:14:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/KXv14dfXUL/banner-lgbtq-estate-planning-1400-1000-px.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth for Decades to Come]]></title><description><![CDATA[About 70% of wealthy families lose their wealth by the second generation. Here's how to beat those odds. ]]></description><link>https://incomeworksllc.com/blog/generational-wealth-planning-guide-to-growing-and-protecting-your-wealth</link><guid isPermaLink="false">63b731c2a28119c9f9900b3c</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Fri, 07 Apr 2023 09:15:39 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/QE9WZ8gItT/1.png"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Why Women Need to Plan for Long-Term Care]]></title><description><![CDATA[Here's why (and how) women should be empowered to plan for their own care in the future, even while caring for others today.]]></description><link>https://incomeworksllc.com/blog/why-women-need-to-plan-for-long-term-care</link><guid isPermaLink="false">63d85f714c26a81c6f0a6a61</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Insurance]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[Women]]></category><pubDate>Tue, 28 Feb 2023 09:16:34 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/EugytcuUBm/banner-women-need-to-plan-for-long-term-health-care.png"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/insurance" slug="insurance" name="Insurance"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/></item><item><title><![CDATA[How to Minimize Taxes While Transferring Wealth]]></title><description><![CDATA[Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps.]]></description><link>https://incomeworksllc.com/blog/how-to-minimize-taxes-while-transferring-wealth</link><guid isPermaLink="false">63c982f918c4733d8b19b8c4</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Mon, 30 Jan 2023 09:17:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZkJH2bTwVs/banner-minimizing-taxes-while-transfering.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[5 Myths About Generational Wealth You've Likely Heard]]></title><description><![CDATA[Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.]]></description><link>https://incomeworksllc.com/blog/5-myths-about-generational-wealth-youve-likely-heard</link><guid isPermaLink="false">6356bf464c4bb08889122bc0</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Mon, 02 Jan 2023 09:18:07 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/content/featured/feature_x-myths-about-generational-wealth-youve-likely-heard.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter 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