Sometimes, a Professional Trustee is a Good Idea
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
July 18, 2024
Should You Tell Beneficiaries Their Inheritance?
This article discusses some of the advantages and strategic considerations of sharing estate planning details with the next generation, while recognizing that transparency is not a fix-all solution and may, in some cases, cause or exacerbate existing disagreements.
July 16, 2024
Estate Planning with Annuities can be Complex
Annuities offer income security, tax advantages and legacy benefits for your heirs. Find out how estate planning and annuities can strengthen your legacy.
July 15, 2024
Creating a Trust to Avoid Probate Nightmares
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you’re gone.
June 25, 2024
Diverse Family Structures Have Unique Estate Planning Challenges
The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.
June 10, 2024
Understanding the differences between ABLE Account and Special Needs Trust
Special needs planning can make a world of difference for disabled loved ones. Leverage ABLE accounts and Special Needs Trusts to care for them, even when you’re gone.
June 3, 2024
Updating Beneficiaries after Gray Divorce
Explore critical steps for updating beneficiaries after a mid to late-life divorce to protect assets and secure loved ones’ futures.
May 30, 2024
Key Estate Planning Strategies for Executives
Executives manage complex financial landscapes while striving for professional success, creating unique estate planning goals and challenges. This article explores estate planning for executives, key considerations and an executive’s unique goals.
May 23, 2024
Maximizing Tax-Free Giving to Children
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
May 21, 2024
Topics You need to Address before a Mid-Life Marriage
Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.
May 8, 2024