Passing Down Wealth

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.

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

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

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

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

Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with…

A look at the different choices & strategies.

This early financial decision could prove helpful over time.

More families should know about these tax-advantaged savings vehicles.

What you should know about naming an IRA beneficiary.