Income & Estate Planning Partners

06/01/2026

When business owners think about succession and exit planning, the focus is often on the transaction itself. But one of the most important questions is often overlooked:

What are you exiting to?

In this clip, Scott shares insights from his CEPA (Certified Exit Planning Advisor) designation and discusses why a successful exit isn't just about leaving your business... it's about having a purpose and vision for what comes next.

05/25/2026

🇺🇸 This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice is the reason we enjoy the freedoms we often take for granted each day.

Today is about more than a long weekend; it’s about gratitude, reflection, and remembering those who never made it home.

05/19/2026

💡 A reminder that your ability to earn an income is often your greatest financial asset.

As David Beck shares, the average disability insurance premium may be around $2,500 per year, but the protection could mean replacing thousands in monthly income for decades if the unexpected happens.

Sometimes it’s not about the premium, it’s about protecting your future paycheck!

05/12/2026

🏥 During , we proudly celebrate and thank the incredible caregivers of ChristianaCare across our Newark, Wilmington, Cecil County, and West Grove campuses—and those helping shape our future campuses in Springfield and Aston, Pennsylvania—for their unwavering dedication to the communities we serve.

From the front lines to behind the scenes, our caregivers bring compassion, expertise, and teamwork to every patient interaction—living our values of love and excellence every day.

Thank you for all you do for our patients, families, and one another, all for the . 💙

05/12/2026

🌻 This May, the one thing most people forget to protect could cost them everything. This month we're talking about:

- The statistic that should change how you think about your income
- A story that hits close to home
- The insurance myths costing people thousands
- And a conversation a with disability insurance specialist

🌻 This May, the one thing most people forget to protect could cost them everything. This month we're talking about: - The statistic that should change how you think about your income - A story that hits close to home - The insurance myths costing people thousands - And a conversation with disabil...

05/04/2026

Happy 🎉

This week, we celebrate the more than 36 million small businesses across America that power the nation’s economy. Share to spread word!

Learn more: https://www.sba.gov/nsbw

05/01/2026

May is Disability Insurance Awareness Month (DIAM).

Disability insurance isn’t just another bill; it’s peace of mind.

It’s knowing that if life takes an unexpected turn, your income and your lifestyle are protected. As Dave shared in this clip: set it, build it into your plan, and trust that it’s there when you need it most. That’s not an expense; that’s security.

04/27/2026

If there is a better way, then when would you want to know? https://iandeplanning.com/services/retirement-planning/
https://www.blackrock.com/us/financial-professionals/retirement/insights/who-benefits-from-lifetime-income

BlackRock modeling reveals that guaranteed lifetime income enhances savings for all workers, ensuring retirees don't outlive their funds.

04/10/2026

🏋️‍♂️ Financial fitness > financial guessing.

Check out our latest newsletter for planning tips, team updates, and a few fun extras!

📊 We talk a lot about physical health - working out, eating right, maybe even hiring a personal trainer. But what about your financial health? Financial fitness isn’t about guessing.