TheLiveBigWay® Digest: Year-End Buzz

TheLiveBigWay® Digest: Year-End Buzz

Planning Your Digital Legacy

Today we bring you the third and final installment of our Digital Estate Planning mini-series. Just as you plan for your physical and financial assets with your estate plan, it’s important to have a plan for your digital assets (like your photos, videos, and online accounts). We’ve already discussed the steps you can take to set up a legacy contact on your phone and provide loved ones with access to your online accounts, and now we’ll discuss planning for your social media accounts. We hope you’ve found this series to be helpful.

Baby Boy Stansell is Here!

We are elated to share that Baby Boy Stansell is here! It is our honor to introduce you to Owen Robert Stansell. Lauren and Owen had a quick and healthy delivery, and are now settling in at home as a family of four. Nora has been curious and cautious of her baby brother. While she’s hesitant to get too close just yet, she’s showing up as a brilliant big sister by helping with diaper changes and bouncing Owen in his rocker. Congratulations, Stansell family! See more photos of Owen and their family here.

Join Us Virtually Next Thursday 

Merry Moments Mixer Logo 3x2

We hope to see you at our Merry Moments Mixer next Thursday, December 14 at 3pm PT | 6pm ET. We’ll begin in a large group setting celebrating your merry moments, then we’ll transition to smaller rooms for games and conversation hosted by the Yeske Buie team. Use this link to register and join us! While we can’t guarantee that new RSVPs will receive their complimentary drink kit in time for the party, we’ll still send you one to enjoy during the holidays.

Happy Birthday, Yusuf!

There is a lot to celebrate this month, including our Chief Investment Officer, Yusuf Abugideiri, whose birthday is in December! Yusuf, who has been with Yeske Buie for nearly 15 years, has too many favorite Yeske Buie and client experience moments to count, but shared that any instances in which we’ve had the honor of holding a multi-generational meeting with a family we get to serve are among his most fulfilling. Some of Yusuf’s favorite memories and hobbies from 2023 are below. Happy birthday, Yusuf!

Most Memorable 2023 Moments:

  • Professionally, being named CIO, with Dave recounting his perspective of how I earned the role – listening to him tell our story was tremendously affirming. Personally, watching my kids overcome their health issues with smiles on their faces (editor’s note: both are completely healthy at this time).

Your Biggest Inspirations:

  • My wife, who has been the best friend and life partner I could ever imagine. My kids, who are warriors, clowns, and the most loving little humans I could be blessed to raise. And my team at Yeske Buie, who create a space where I can be my whole self outside of my home.

Favorite Hobbies:

  • When I’m alone, it’s a tie between driving aimlessly with good music blasting or trying to set a PR on my Peloton. With my family, I love talking with Maegan about anything over a cup of coffee, building Noah’s latest LEGO set with him, and having lunch with Rian on my days at home.

Year-End Financial Planning Deadlines

As we do each year, we’re in the process of doing full year-end tax planning reviews. This includes looking at expected end-of-year portfolio distributions from the mutual funds held in your accounts and the potential for harvesting losses or gains as is appropriate to your situation (if at all), and considering Roth Conversions if you are expected to be in a relatively low tax bracket. While the official deadline to take action on these planning items is Sunday, December 31, we’re working to complete our analysis ASAP and finalize paperwork by Friday, December 29 at the latest.

If we review your situation and believe you need to act, we will reach out to you with our analysis and thoughts. If you have specific questions or new updates to share with us, please reach out. Otherwise, rest assured we’ve got you covered!