Assembly Wealth

Your goals, passions, and dreams aren’t generic. Neither is our approach.

10/09/2026

Many people assume their estate planning is done once they have a will or trust. But an incorrect or outdated beneficiary designation can unravel your carefully crafted estate plan.

Beneficiary designations can actually override a will, so it’s important to keep them up to date. Have a living trust? It’s not always a good idea to choose your trust as the beneficiary of your retirement savings because it can leave your heirs a sizeable tax bill.

Click the link in the comments for some important info about beneficiary designations — trust or no trust.

10/08/2026

Today is DAF Day! It’s the perfect time to learn more about donor-advised funds or make a distribution from your DAF. Click the link in the comments to:

💰 Learn more about how DAFs work
📃 Understand pros and cons
🛑 Avoid common mistakes

Already have a DAF? 😇 DAF Day 2026 is an opportunity for DAF account holders to make a positive difference. Click the link in the comments for more info.

10/01/2026

DAF Day is one week from today! If you’ve been curious about donor-advised funds or haven’t used your DAF recently, click the link in the comments to find out how DAFs work, who should (and shouldn’t) open a DAF and how to make the most of your account.

09/24/2026

Has “learn about donor-advised funds” been on your to-do list? DAF Day 2026 is coming up on October 8th, so it’s the perfect time to dive into DAFs. What is DAF Day?

It’s a national movement similar to Giving Tuesday. More than $327 billion sits idle in DAF accounts and DAF Day encourages account holders to turn charitable intentions into positive change by distributing money to important causes.

Click the link in the comments to learn more about DAFs and DAF Day.

09/18/2026

Common law vs. community property states: What’s the difference, and why does it matter?

For married couples with highly appreciated property, a community property trust can provide big tax benefits. It all depends on where you live. In some separate property states, a community property trust can provide a double step-up in basis.

Our latest article explains how community property trusts work, which states allow them, and when this estate planning strategy may be worth considering.

👉 Click the link in the comments to read more.

09/16/2026

If you have a decent retirement savings, you may be wondering if long-term care insurance is worth it (versus paying out-of-pocket). Our latest article includes helpful charts and stats to help you make an informed decision.

Learn about: the best time to buy long-term care insurance, hybrid elder care/life insurance policies and how to get help managing a loved one’s long-term care.

09/07/2026

Looking for a low-risk investment that can lower your tax bill?💰Municipal bonds ("munis") may be a good option, but they’re not right for every investor.

Municipal bonds are a good fit for investors who live in high-tax states. If you’re in a lower tax bracket, taxable bonds may be a smarter investment. Click the link in the comments for what you need to know before investing in municipal bonds.

08/28/2026

Think retiring early is just about hitting a target savings number? Think again. 🛑

Many aspiring early retirees overlook landmines that can drain their wealth prematurely. Before you hand in your notice, stress test your budget and make sure you have a plan to pay for healthcare before Medicare kicks in and know the optimal time to take Social Security.

Click the link in the comments to review our financial readiness checklist for early retirees.

08/17/2026

A structured settlement can provide long-term financial security, but only if it's designed with your future in mind. Many people assume the settlement consultant handles everything. And many people end up bankrupt.

A fiduciary financial advisor can help ensure your settlement covers your current and future medical expenses, retirement, legacy and long-term financial goals.

A structured settlement isn't just about how much money you receive. It's about making sure that money lasts. If you or someone you know is receiving a structured settlement, please click the link in the comments for more information.

08/12/2026

Thinking about a 529 Plan to save for a child’s education? Click the link in comments for important considerations and answers to FAQs

Address

319 Miller Avenue
Mill Valley, CA
94941

Telephone

+14155417774

Website

http://letsassemble.com/

Alerts

Be the first to know and let us send you an email when Assembly Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Assembly Wealth:

Want your business to be the top-listed accountant in Mill Valley?