Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.


Land Trust

Retain control while minimizing legal concerns of ownership


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1031 Exchange

Defer capital gains on business or investment property


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Donor-Advised Fund

Charitable giving with less administration


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Special Needs Trusts

Protecting loved ones and their assets


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Personal Risk Assessment

A simple questionnaire to assess your risk profile


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Estate Planning: Did You Know?

5 facts show the importance of planning ahead


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Retirement Planning

Comparing types of plans available


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Advisory Services Accounts

Fee-based services for a customized investment profile


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Collect and Organize Your Financial Data

A digital workbook for you, your advisors, trustees, and loved ones


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How Long Will You Live?

December 1, 2013 -

A guide to guessing and planning for the future


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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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How Long to Keep Tax Records

December 1, 2013 -

A practical guide to organizing tax documents and saving space


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Protecting Retirement Plans

November 25, 2013 -

Advising politicians maintaining tax deductions


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Rebalance, But Not to Excess

November 22, 2013 -

Are you rebalancing too frequent, or not enough?


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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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Saving for Education

Budgeting and funding options


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Why Name a Corporate Trustee?

Ensuring the trust is well-managed


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Estate Planning Tax Strategies

Eliminate or minimize estate taxes


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Estate Planning Overview

Determine beneficiaries and other provisions of your estate


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