Evergreen Wealth - EGW

Trust vs. Will: What's the Difference?

📜 A Will outlines how you want your assets distributed AFTER your passing and can name guardians for minor children.
🔒 A Trust can help manage and distribute assets DURING your lifetime and after death, often providing additional privacy, control, and potential probate avoidance.

The right solution depends on your family situation, assets, and goals. In some cases, a Will may be sufficient. In others, a Trust can provide benefits that a Will alone cannot.

Estate planning isn't just for the wealthy. It's about ensuring your wishes are carried out and helping make things easier for the people you care about.

🎉 HAPPY BIRTHDAY, DAVE! 🎉

Dave has somehow secured the coveted corner office by the back door, giving him the perfect setup for doing important work, dispensing unsolicited wisdom, and making a quick escape! We're not sure what Dave's secret is, but we're pretty sure it involves minimal urgency and maximum sarcasm.

We hope your day is filled with good food, good laughs, and absolutely zero people stopping by your office to ask you a “quick question.”

Cheers to another year with this guy!

Offering a retirement plan is no longer simply a perk. For many organizations, it has become a strategic business decision: https://www.egwadvisors.com/blogs/the-hidden-cost-of-not-offering-a-retirement-plan

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. So this weekend, we're wishing you a couple of cat naps.

Our office is CLOSED on Monday, September 7th. We will be back on Tuesday, September 8th - recharged, refreshed, and ready to get to work!

Wishing you a long weekend full of good food, good company, and zero emails. You've earned it.

Are you making the most of your 401(k)? Here are a few simple strategies that can help maximize long-term retirement savings:

✔️ Contribute enough to receive the full employer match, if available
✔️ Increase your contribution rate each time you receive a raise
✔️ Review your investments periodically to ensure they align with your goals and risk tolerance
✔️ Consider annual contribution increases, even by just 1% or 2%
✔️ Stay invested during periods of market volatility and focus on your long-term objectives

If you're participating in a workplace retirement plan, taking a few minutes to review your contribution strategy today could have a meaningful impact on your future financial security.

🎉 Happy Birthday, Andrew! 🎉

We’re grateful to have Andrew on the Evergreen Wealth team and appreciate the knowledge and dedication he brings to our clients and our team each day.

Here's to a year ahead filled with love, family & friends!

Many families spend decades building wealth. They make sacrifices, grow businesses, invest diligently, and create financial security not only for themselves but for future generations. Yet despite the best intentions, the outcome is often disappointing. https://www.egwadvisors.com/blogs/why-wealth-transfer-often-fails-by-the-third-generation

Help us wish Ellie a very HAPPY 21ST BIRTHDAY! We're so lucky to have her on our team and love watching her grow both personally & professionally. Cheers to 21 and all the adventures ahead!

We hope your day is as wonderful as you are Ellie Yates!

Our team enjoyed a beautiful day at the Illinois State Fair!

Anyone can feel like a good investor when markets are rising.

The real value of a plan often shows up when markets are falling.

We're happy when markets are up.

But we’re especially valuable when markets are down.