Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Don’t Neglect the Softer Side of Your Estate Plan

October 24, 2017 -

Document and share your wishes for end-of-life care, the care of your pets, the disposition of your tangible assets, and more.


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An Estate Planning Checklist

September 25, 2017 -

‘Estate planning’ evokes complexity and high costs. What you need to know to get it done.


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Utilizing Grantor Trusts

May 30, 2017 -

When properly drafted, grantor trusts can be a powerful tool for estate planning and wealth transfer.


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Get Your Estate Plan in Gear

February 29, 2016 -

Do not put off this important piece of the financial planning process


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Doing Good While Doing Well

September 1, 2015 -

Consider leaving your IRA to charity


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Being Secure in Retirement

Wealth protection strategies


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The Tax Break That Does Not Die With You

February 27, 2015 -

Widowed investors are at risk of missing an important tax break because they are not aware of a key deadline.


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Leaving IRA Assets to Your Loved Ones

October 10, 2014 -

Consider these dos and don’ts as you formulate your estate plan


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How to Handle Beneficiary Designations

October 10, 2014 -

Tips for avoiding costly consequences


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A Guide to Wiser Giving

October 7, 2014 -

Strategies for maximizing your charitable contributions


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Giving Stock to Another Person

May 1, 2014 -

What you need to know before giving assets for tax and estate planning purposes


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Back Door Roth IRAs: Should You Have One?

April 21, 2014 -

Converting traditional IRAs to a Roth


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5 Estate Planning Tasks You Should Not Put Off

April 1, 2014 -

Regardless of changing legislation, these estate planning tactics are timeless.


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Personal & Corporate Trustees

Enhancing long-term financial security


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Land Trust

Retain control while minimizing legal concerns of ownership


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Donor-Advised Fund

Charitable giving with less administration


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Estate Planning: Did You Know?

5 facts show the importance of planning ahead


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Making Annual $14,000 Gifts

December 1, 2013 -

Everything you need to know about the simplest estate planning tool around


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Roth IRA Conversions

An often overlooked strategy


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Life Insurance Trusts

Transferring wealth to beneficiaries without income tax or estate tax


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