April 19, 2022 •
Estate Planning Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
Read MoreMarch 31, 2022 •
Estate Planning Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Read MoreAugust 20, 2021 •
Estate Planning If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Read MoreMay 21, 2021 •
Estate Planning No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
Read MoreApril 14, 2021 •
Estate Planning While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.
Read MoreDecember 24, 2020 •
Estate Planning With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in half, some well-off taxpayers may be looking for a way to ease their burden, even while contributing to their favorite charities. A donor-advised fund may well be that opportunity.
Read MoreNovember 24, 2020 •
Estate Planning The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Read MoreSeptember 29, 2020 •
Estate Planning Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
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