Estate and Insurance

Estate and Insurance

What Happens When There Are No Beneficiaries

Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with…

09.06.22
Estate and Insurance

Estate Planning 2022 Federal Tax Update

The new year offers a good time to review your existing estate plan against the tax policy landscape and your long-term wealth transfer goals.

03.03.22
Estate and Insurance

Qualified Charitable Distributions

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.

07.15.21
Estate and Insurance

Tax & Estate Strategies for Married LGBTQ+ Couples

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are…

06.15.21
Estate and Insurance

Understanding Extended Care

The important question: are you prepared?

05.19.21
Estate and Insurance

Before You Claim Social Security

A few things you may want to think about before filing for benefits.

11.25.20
Education Planning

ABLE Accounts for Loved Ones with Disabilities

More families should know about these tax-advantaged savings vehicles.

06.05.20
Estate and Insurance

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

06.05.20
Estate and Insurance

Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.

05.05.20
Estate and Insurance

Buy-Sell Agreements for Business

Planning for your future and beyond.

01.02.20
Estate and Insurance

The Importance of TOD & JTWROS Designations

A convenient move that could ward off probate on your accounts.

12.19.19
Estate and Insurance

Can You Put Your IRA into a Trust?

What you should know about naming an IRA beneficiary.

11.19.19