What to Do with Your Inheritance
As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. For some, this season of gratitude may come with an added blessing—an inheritance from a loved one. But how do you [...]
Planning Ahead: How to Help Reduce Future Tax Burdens for Your Loved Ones
You’ve worked hard to build your legacy—and chances are, you want the people and causes you care about to benefit from it as fully as possible. But when it comes to passing wealth from one generation to [...]
How Do I Know If I Need an Estate Plan?
If you’ve ever thought estate planning is only for the ultra-rich or you can wait until later in life, you’re not alone. But estate planning is important to consider at any age and is a fundamental part [...]
Death and Taxes: How Estate Planning May Help Reduce Future Tax Burdens for Loved Ones
There’s a well-known saying: “Nothing is certain except death and taxes.” But what’s often left out is how closely those two concepts can intersect—especially when it comes to your legacy. Many people spend a lifetime building wealth [...]
The Gift of Financial Health: Best Practices for Keeping Your Will Up to Date
Estate planning is a continuous process that requires updating to reflect the current state of one's financial affairs. As part of estate planning, there is no better time to update your will than in March. Why March? [...]
Advanced Estate Planning for High-Net-Worth Retirees: Solving Real Problems with ILITs, GRATs, and CRTs
Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert sold a successful business, and their combined estate, valued at $15 million, includes a mix of real [...]
