Though immediately intrigued, I can’t say I was exactly excited aboutplanning. But I was definitely excited to build a product and company with people I highly respect, and champing at the bit to explore the brand opportunities. I mean, what could be more challenging than convincing millennials to be enthusiastic about planning for their eventually demise?
Maybe you hate tax season...maybe you love it? We don’t judge — but either way, the season has arrived and you’re probably busy gathering documents from the past year. Putting aside cataloguing receipts and calculating expenses in hopes of a decent refund, your W2 is not the only document in need of a year-end check up. Often overlooked, thatplan of yours might benefit from a refresh.
It was bound to happen. For several years the Qwill team has been reading stories of money lost. Granted, they’re typically smaller on the news scale – unknown 401K’s, life insurance policies never discussed, investments that weren’t shared. It’s a weirdly quiet problem that impacts individuals daily, but it adds up to an astronomical amount of money.
No parent wants to think about what would happen to their kids if something were to happen to them — but every parent should. It’s one of those thoughts that, as soon as it surfaces, sinks right to the pit of your stomach. Unfortunately, having kids doesn’t make us immortal (can you imagine, though?!), and... Continue Reading →
Living Trust - a term most of us only pretend to understand when it comes up in conversation. It’s uh...something that helps rich people avoid taxes? 😬 Well, buckle up! This primer will prepare you to talk your way through even the driest of company dinner parties, and help you decide if a Living Trust is something you should consider as part of your own plan. You in five minutes: "Inter-vivos you say? I can tell you all about that!"
It’s 2016 and I’m out with friends after work. We’re a few drinks in, and like all great sessions the conversation drifted from philosophy to technology, some politics (rarely any solutions), but mostly a ton of laughter. One topic in particular stuck with me though, and it was Continue Reading →. For some context,...
We're thrilled to feature our very first guest blogger, one of Qwill's advisors, Professor Gerry W. Beyer! When it comes to blogging, as the editor of the most popular Continue Reading →planning blog in the nation, Gerry is no stranger. And having been inducted into the National Association of Estate Planning Councils' Hall of Fame in...
As a brand new startup, we spend a lot of time talking about ourselves to two main groups: 1) People we want to be customers, and 2) People we want money from. But there’s another side to this venture – the one in which we try to figure out how to run a business. And... Continue Reading →
Welcome to the next installment of our Why I Qwill series, brought to you via our charming chatbot, Q. If you’re new here, these posts aim to introduce the team behind the company, diving into what really sets us apart from the rest - our people and their passions. This week’s interview focuses on our growth marketer,... Continue Reading →