Aside from taxes, the topic that can typically cause the most confusion is the issue of which assets will pass to your loved ones tax free – and which are subject to estate taxation. Knowing your estate… There are costs associated with probate and those costs can be significant if you have not planned properly. […]
Mathew Coyle
Mathew P. Coyle is the President of, and a Registered Investment Advisor at, Sovereign Wealth Solutions. Sovereign Wealth Solutions is a fee-based wealth advisory and capital access planning firm. Mat has over 17 years of experience in the financial services industry and is a CFP® Practitioner. He is a graduate of Drake University and earned his MBA at the University of St. Thomas.