A Primer on Irrevocable Life Insurance Trusts
An Irrevocable Life Insurance Trust (ILIT) is an unalterable legal arrangement aimed at achieving specific objectives, such as minimizing estate taxes and ensuring financial security, by holding a life insurance policy outside the insured’s estate.
06.24.24 Estate PlanningCritical Estate Documents
Financial Documents Health Care Documents NOTE: Power of attorney laws can vary from state to state. An estate strategy that…
05.28.24 Estate PlanningAre You Prepared for an Estate Tax Sunset?
The federal estate tax thresholds may change, impacting wealth transfer strategies.
05.28.24 Estate Planning8 Myths About Retirement
Don’t let these 8 myths keep you from preparing for retirement.
05.20.24 Estate PlanningPreventing Estate Planning Pitfalls
Tips to ensure your estate plan aligns with your intentions.
05.20.24 Estate PlanningA Living Trust Primer
A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its drawbacks.
05.03.24 Estate PlanningImportant Birthdays Over 50
Crucial birthdays for understanding implications on retirement income.
04.01.24 Estate PlanningWhen Caregivers Become Care Recipients
Hightower CEO Bob Oros shares his story and insights to help ease the transition for others
09.07.23 Women & WealthConquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
09.01.23 Estate PlanningEstate Management Checklist
Important questions to ask yourself about your estate.
07.25.23 Estate PlanningSocial Security: Five Facts You Need to Know
Five facts about Social Security that are important to keep in mind.
07.25.23 Estate PlanningMaking the Most of Your Financial Success After You Retire
A framework for preparing for the next stage of life in order to achieve your personal and financial goals.
03.22.23