Estate Planning

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

Estate Planning

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

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.

07.29.24
Estate Planning

2024 Retirement Plan Limits And Contributions

The Internal Revenue Service has released the 2024 cost-of-living adjustments (COLA) applicable to pension plan contribution limits. In addition to…

07.23.24
Estate Planning

Unifying Families Through Philanthropy

Giving isn’t just good for the world – it may be the secret to preserving multi-generational wealth.

07.16.24
Estate Planning

Living Longer Means Rethinking Retirement and Careers

It’s important to structure your home, career, social interests, and portfolio to ensure financial stability and comfort throughout all life stages, whether you’re retired or still working.

07.16.24