Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.
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Determine how your retirement account compares to what you may need in retirement.
Get StartedEver wonder who needs estate planning? Find out why estate planning is important for everyone and what happens if you don’t have an estate plan.
Is an estate planning attorney necessary to creating a creating an estate plan? Find out whether estate planning without a lawyer is a good idea for your situation.
Are you one of the many Americans who don’t have an estate plan? No matter how few or how many assets you have, an estate plan can help you preserve your legacy and provide clarity to your surviving family. If you’re not sure where to begin, our estate planning checklist can help you get …
If you’re a high net worth individual (HNWI) looking to align your philanthropic goals with strategic financial planning, the charitable gift annuity (CGA) can be an ideal solution. Often overlooked in favor of more complex tax strategies, charitable gift annuities can help deliver re …
You’re well on your way to building significant wealth (or maybe you’re already there), and with that success typically comes the need for sophisticated financial planning. What if you could proactively protect your legacy for your family while maintaining flexibility today? Ent …
You’ve probably heard that giving to charity is a great way to do good and get a tax break. But what if you could get the entire tax deduction now, and then decide which charities to support later? That’s the magic of a donor-advised fund, or DAF. Think of it as a personal, charitable savin …
Estate planning isn’t just for the ultra-wealthy – it’s a vital part of everyone’s path to financial freedom. We’ll show you how to create your own estate plan in ten simple steps.
You’ve probably heard that life insurance can be a great way to provide for your loved ones, but what if there was a way to make sure that money is managed and protected exactly as you intend after your death? Enter the Irrevocable Life Insurance Trust, or ILIT. While it might sound c …
An inherited IRA from a family member or friend can come with more than just unexpected funds; it may also come with potential major tax liability in the form of Required Minimum Distributions (RMDs). Navigating inherited IRA RMD rules can be complex, but understanding the basics now can he …
You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and considering whether to transfer some of those assets to the next generation. The question then becomes …