Estate Planning
Retirement Preparation Mistakes
Why are they made again and again?
02.07.22 Estate PlanningWays to Fund Special Needs Trusts
A look at the different choices & strategies.
07.15.21 TaxesTax & 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 PlanningUnderstanding Extended Care
The important question: are you prepared?
05.19.21 Estate PlanningAdvantages and Disadvantages of a Roth IRA Conversion
Take a closer look before you decide on converting your IRA
03.25.21 Estate PlanningABLE Accounts for Loved Ones with Disabilities
More families should know about these tax-advantaged savings vehicles.
06.05.20 ResourcesThe Importance of TOD & JTWROS Designations
A convenient move that could ward off probate on your accounts.
12.19.19 Estate PlanningCan You Put Your IRA into a Trust?
What you should know about naming an IRA beneficiary.
11.19.19 Estate PlanningFinancial Life Document Organizer
Purposeful organization to create calm during life’s transitions.
06.13.19 Estate PlanningRetirement and Adult Children
Supporting family can put a crimp in your strategy.
05.20.19 Estate PlanningMajor Risks to Family Wealth
Will your accumulated assets be threatened by them?
05.10.19 Estate PlanningTeaching Your Heirs to Value Your Wealth
Values can help determine goals & a clear purpose.
04.08.19