Estate and Insurance

Resources

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
Resources

Qualified Charitable Distributions

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

07.15.21
Resources

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
Resources

Understanding Extended Care

The important question: are you prepared?

05.19.21
Resources

Before You Claim Social Security

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

11.25.20
Resources

ABLE Accounts for Loved Ones with Disabilities

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

06.05.20
Resources

Making a Charitable Contribution

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

06.05.20
Resources

Buy-Sell Agreements for Business

Planning for your future and beyond.

01.02.20
Resources

The Importance of TOD & JTWROS Designations

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

12.19.19
Resources

Can You Put Your IRA into a Trust?

What you should know about naming an IRA beneficiary.

11.19.19
Resources

Financial Life Document Organizer

Purposeful organization to create calm during life’s transitions.

06.13.19
Resources

Major Risks to Family Wealth

Will your accumulated assets be threatened by them?

05.10.19