Estate Planning

Learn about wills, trusts, inheritance laws, and strategies to protect your assets and ensure your wishes are honored

New to Medicare? Here’s What You Need to Know

Ask yourself these six crucial questions when enrolling in Medicare for the first time

Medicare: It’s Not That Complicated

Choosing a Medicare Plan that Matches Your Lifestyle and Needs Understanding Medicare and choosing the right plan can be challenging…

09.24.24 Estate Planning

Retirement Planning Worksheet

As working adults, many of us look forward to the freedom that retirement will bring. This freedom will give us…

09.24.24 Estate Planning

Understanding Qualified Charitable Distributions (QCDs)

What are QCDs? If you have investments in pretax retirement accounts (i.e., IRAs, 401(k)s, etc.), the IRS requires you to…

09.18.24 Estate Planning

SECURE 2.0 Act Summary

In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…

09.10.24 Estate Planning

Choosing An Executor And/Or Trustee

The importance of choosing an executor or trustee for one’s estate plan or living trust and helpful criteria for selecting a suitable person or entity.

09.10.24 Estate Planning

Understanding Required Minimum Distributions (RMDs) and How to Plan for Them

An overview of RMDs and examples of strategies.

08.29.24 Estate Planning

Retiring Early? Here’s What To Consider

Planning options and a helpful checklist for people considering early retirement.

08.19.24 Estate Planning

A Guide for Retirement Planning

Following these practices can help liberate you from uncertainty and position you to accomplish more than you thought possible.

08.13.24 Estate Planning

Make The Most Of The Estate Plan Exemption Before 2026

A Proactive Plan Is Essential Tax Law changes due to take effect in January 2026 will impact high-net-worth individuals with…

07.29.24 Estate Planning

Guide to Workplace Retirement Plans

A guide to maximizing your retirement savings.