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No Guts, No Glory: Does Your Business Have the "Guts" It Needs to Be Strong, Protected, and Successful?

Posted by Lizette Sundvick | Mar 09, 2021 | 0 Comments

Important documentation, such as a business plan, an operating agreement, annual lists, licenses, employment/contractor agreements, insurance policies, etc., come together to make the "guts" of your business. If your company is missing some essential foundational documents, you're not only hindering your ability to succeed but also opening yourself for unnecessary legal risk as your corporate veil could be pierced. Also, if your business is lacking in this area, what other gaps are you facing that you might not be aware of?

The New Marriage Approach: Focusing on Well-Being

Posted by Lizette Sundvick | Feb 10, 2021 | 0 Comments

There's a new approach to marriage I'd like to share with you. It's the concept of focusing on you and your partner's well-being and enjoyment ahead of accumulating money, climbing a career ladder, or bending to the pressure to constantly be "on." It's the deliberate and intentional change in val...

What's Your One Thing?

Posted by Lizette Sundvick | Dec 15, 2020 | 0 Comments

There's a sign in my office that reads, "Find something you would die for, and live for it." It's a philosophy I take seriously and encourage others to follow. I believe we should all create significance in our lives by following our passions and having a positive impact on others. Because if we'...

How to Get Along During the Holidays

Posted by Lizette Sundvick | Nov 16, 2020 | 0 Comments

The holidays are meant to be a time of gratitude and connection. However, for some, the holidays tend to be a stressful time marked with irritating, awkward, and sometimes heated conversations. And this year, there might be even more minefields to navigate; in addition to the normal irritants of ...

Reflect, Reset, & Finish the Year off Strong

Posted by Lizette Sundvick | Sep 11, 2020 | 0 Comments

Whatever our expectations for the year were at the start of it most surely went right out the window when the pandemic engulfed us. Goals and plans were scrapped or put on indefinite hold while adapting to the rapidly evolving situation. Now that the lockdowns have lifted, and we are all tentativ...

In Light of the Coronavirus

Posted by Lizette Sundvick | Mar 17, 2020 | 0 Comments

The public reaction to the coronavirus outbreak shows how being unprepared for disasters can cause fear and anxiety and turn our finances upside-down within a matter of days. That's why we compiled steps you can take right now to not only help you through this pandemic but also prepare you for future emergency situations. With preparation comes peace-of-mind knowing you and your family are protected against whatever comes your way.

Keeping the Romance Alive

Posted by Lizette Sundvick | Feb 10, 2020 | 0 Comments

Romance comes easily at the beginning of a relationship. Everything is new, thrilling, and romantic gestures are abundant. Once the newness is replaced with familiarity and you settle into everyday life with your partner, the excitement and spontaneity can fade. It's natural to get swept up in ...

What Does the SECURE Act of 2020 Mean for You, Your Retirement, and Your Heirs?

Posted by Lizette Sundvick | Jan 19, 2020 | 0 Comments

Those of you who have accrued sizeable retirement plans or IRA accounts with the hopes of retiring well and leaving a nest egg for your beneficiaries need to know the facts about the new SECURE Act of 2020. Effective on January 1, 2020, the law expands opportunities for people to increase their retirement savings and significantly modifies the required minimum distribution (RMD) rules. The law changes could require proactive planning and alterations to your estate plan to protect the retirement you deserve and the legacy you want to leave.

Making the Most of "Merry" Moments

Posted by Lizette Sundvick | Dec 05, 2019 | 0 Comments

Getting together over the holidays can be a stressful time if you're planning on having a difficult conversation with a loved one. We might have a tendency to avoid or delay it as much as possible, but in order to have a strong relationship with that person, these kinds of conversations are neces...

Taking the Time for Tough Talks

Posted by Lizette Sundvick | Nov 17, 2019 | 0 Comments

Approaching a difficult conversation with a loved one can be daunting and stressful. But, as with anything important, proper planning can help ease your stress and give you the confidence you need to have a satisfying and productive dialogue. Here are some tips on how to plan ahead. Set the ti...

Facing Your Fears in Forging Fulfilling Relationships

Posted by Lizette Sundvick | Oct 22, 2019 | 0 Comments

Healthy relationships don’t just happen. They’re created, challenged, maintained and nurtured. Over the course of our relationships with loved ones, it’s natural to be met with conflict at some point, whether that be unresolved issues, unexpressed challenges or concerns about their health or happiness. We tend to put these conversations off because we’re fearful of how the other person will react and how it will impact the relationship. However, in order to enjoy deep, meaningful connections with other people we need to be able to face uncomfortable and difficult conversations. Sharing our perspective, clearing the air or letting someone know how we feel are crucial elements to relational depth. If you’ve been avoiding or dreading a tough conversation, consider these tips on how to begin the process of preparing yourself before the big talk.

Minimizing Taxes and Maximizing Your Legacy in 2019

Posted by Lizette Sundvick | May 01, 2019 | 0 Comments

For those of us who didn’t extend our tax deadline, our 2018 taxes are done. Whew! By now, we have seen the impact the 2017 Tax Cuts and Jobs Act (TCJA) had on our 2018 tax liabilities. With the second quarter of 2019 already underway, it’s prime time to review your Estate Plan to address and resolve any tax liabilities you faced this last tax season and plan thoughtfully for the rest of 2019. Let’s review what you should be aware of and plan for in 2019.

The Importance of Naming the Right Beneficiary for Your IRA

Posted by Lizette Sundvick | Mar 02, 2019 | 0 Comments

Choosing the right beneficiary(ies) of your IRA is one of the most important and crucial decisions you can make in estate planning. Choose wisely and you can ensure your legacy is passed on and your heirs receive huge benefits through tax-deferred growth. Choose poorly (or not choose at all) and your assets could go to the wrong people, get paid out too quickly and/or could get hit with high estate taxes. The right choice for one is not necessarily the right choice for another. Sundvick Legacy Center is here to answer your questions and present your options.

Is a Living Trust Right for Me?

Posted by Lizette Sundvick | Feb 11, 2019 | 0 Comments

What if you could control and protect your wealth while you were alive and well and have confidence that, in the event you become disabled, those you choose will have authority to take care of you and your family? And, what if you could intentionally transfer your values and assets after your death to whom you want, the way you want, when you want, while optimizing administrative costs and tax savings? You can do all of that and more with a Living Trust as the foundation of your Estate Plan. Have you wondered if a Living Trust is right for you? If you have a will, do you also need a Living Trust? Lizette B. Sundvick, Esq., founder of Sundvick Legacy Center, explains the benefits and differences so you can make educated decisions about your Estate Plan and ensure you leave your legacy by design, not by default.

Retirement Planning is a Lifelong Journey

Posted by Lizette Sundvick | Jan 18, 2019 | 0 Comments

Will you have enough money to last you through retirement? With the average life expectancy at 78.7 years old and data suggesting around half of Americans currently in their mid-50s are expected to live to be 90 years old, your retirement money will need to stretch farther than the generation before you. Have you started planning? It's never too early to start; the sooner you start, the better off you'll be come retirement. Every life stage has its own action steps you should take to meet your goals for retirement. If you're already a few life stages in and feel like you haven't done enough, don't worry; Sundvick Legacy Center is here to help guide you through the journey towards financial health and a retirement that you deserve.

The Key to Keeping Friends as We Get Older

Posted by Lizette Sundvick | Dec 16, 2018 | 0 Comments

Studies prove the theory that the older you get, the fewer friends you have. Scientists from Aalto University in Finland and the University of Oxford in England found that people start decreasing their friend pool around the age of 25 and the decline continues up to retirement. With data confirming that friends are essential to our medical, psychological and social well-being as we age, what can we do to keep a good circle of friends?

2019 Taxes: What You Need to Know

Posted by Lizette Sundvick | Nov 18, 2018 | 0 Comments

The IRS has released their tax rate schedules, tax tables and cost-of-living adjustments for 2019. This is the first year under the new Tax Cuts and Jobs Act, an overhaul that changes individual income tax rates, eliminated personal exemptions and doubled the standard deduction. This includes tax...

Take Your Estate Plan From "Good" to "Great"

Posted by Lizette Sundvick | Oct 28, 2018 | 0 Comments

Too often, people consider their work done once their estate planning documents are complete. Estate planning should be much more than simply having a will or a trust; it should also focus on what you want to achieve in life and what you want to pass on beyond your assets. This is called a "Legacy Plan"; it defines your goals and allows your purpose to be carried forward to have a continuing impact on the world. Legacy planning is a proactive and intentional process, building your legacy over the course of your lifetime.

Are You in the “Sandwich Generation”?

Posted by Lizette Sundvick | Aug 03, 2018 | 0 Comments

“Have you ever wondered if you are part of the sandwich generation?” The “sandwich generation” is a generation of people, who are usually in their 30s and 40s. They are caring for their aging parents, while supporting their own children. If this sounds like you, then this means you've got a lo...

Anthony Bourdain's Will Reveals He Wasn’t That Rich

Posted by Lizette Sundvick | Jul 29, 2018 | 0 Comments

“A trust was established for the celebrity chef's daughter, but his ex-wife could claim a third of the estate, if their divorce wasn't finalized.” New details from Anthony Bourdain's will show that the celebrity chef, television personality and author may not have been as wealthy as many thought...

Apollo Astronaut Suing Kids Who Say He Has Dementia

Posted by Lizette Sundvick | Jul 24, 2018 | 0 Comments

“Apollo 11 moonwalker Buzz Aldrin is suing two of his children and a former business manager, accusing them of misusing his credit cards, transferring money from an account and slandering him by saying he has dementia.” Buzz Aldrin, the second man to step on the moon, filed a lawsuit in June i...

Remember Your Pets in Estate Planning

Posted by Lizette Sundvick | Jul 15, 2018 | 0 Comments

“Don't forget about your pets when making your estate plan.” Many folks forget about what would happen to their pets, if they were no longer there to provide a safe and happy home for them. The Milwaukee Community Journal's recent article, “What Happens to Your Pet When You Die–How to Plan fo...

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Wonderful to Work With

“Lizette and the staff are wonderful to work with and always give us excellent, on target advice. The sense of protection and confidence we have with the Sundvick Legacy Center allows us to relax and enjoy life.”
- Shirley & Terry L.

Professional, but Caring

“I appreciate Lizette's professional, but caring support through my Mom's last years and passing and also the help with my own trust. My experience with Sundvick Legacy services was very positive in every aspect.”
- Judy A.