Estate Planning

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

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.

Engage a financial advisor for estate planning to help ensure your legacy goals.

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.

A Guide to Planning

Financial Documents Health Care Documents NOTE: Power of attorney laws can vary from state to state. An estate strategy that…

The federal estate tax thresholds may change, impacting wealth transfer strategies.

Don’t let these 8 myths keep you from preparing for retirement.

Tips to ensure your estate plan aligns with your intentions.

A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its drawbacks.

Crucial birthdays for understanding implications on retirement income.

Hightower CEO Bob Oros shares his story and insights to help ease the transition for others