Wealth Transfer

Secure 2.0 Act

What to Know About Secure 2.0 Updates and Your Retirement

For investors of all ages, saving for retirement is one of the most important — and sometimes problematic — components of their financial plans. But...

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Charitable Giving

Charitable Giving: Planning Your Giving Strategies

There are many ways to support the causes you care about, from writing a check to an organization providing aid for those in need to donating...

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How Much Should You Leave to Your Heirs?

It’s no secret generations of Americans have spent most of their adult lives earning, saving, investing – and stockpiling – impressive sums of...

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Tax Considerations For Gifting During Your Lifetime

You may be thinking about giving gifts to family members and charities during your lifetime, instead of leaving gift amounts in your estate. Gifting...

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Communicating Your Legacy With Family Meetings

Identifying and documenting your personal and financial goals down to the last detail is a major accomplishment in the legacy planning process....

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Gifting Education

Consider Gifting Education as a Wealth Strategy

There’s no denying a college education comes with a hefty price tag. Over the past 30 years (after adjusting for inflation), the average sticker...

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Family meeting

How to Know When It's Time for a Family Meeting

No one likes unwelcome surprises. Yet when it comes to talking with family members about protecting their wealth and transferring assets once they...

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