Find out how top executives navigate complex financial landscapes, from estate planning to retirement. Ensure a seamless transition into retirement with an integrated approach and a team of advisors focused on your best interests.
Many individuals believe that estate planning is only for the very wealthy and required to save on estate taxes. However, an estate plan can be so much more.
When a family owns land, it can mean many things to different members of the family. Working with a team of professionals to plan for your estate is an important decision to reach the desired outcome for your legacy property.
Women are a large part of the workforce. They are often times directly involved in their households’ investment and financial decisions.
Probate can be public, time consuming, and expensive. But, it can also be easily avoided when the proper steps are taken.
While Grantor Retained Annuity Trusts (GRAT) can seem complex to some, they can really be simple when broken down. Because GRATs have the potential to provide significant tax benefits when interest rates are low, today’s interest rate environment may provide a good opportunity.
Incapacity can befall anyone at any time. The best way to protect your family and assets in the event that disability strikes is to take the necessary steps when there is no doubt that you are fully capable of acting on your own behalf.
The rules regarding withdrawals from inherited IRAs dramatically changed for IRA beneficiaries with the SECURE Act, passed just before 2020.
A common estate plan might provide that upon your death, your assets will be distributed to your children. While that has the benefit of being simple, there can be risks.
Our May/June 2021 Estate Planning Report is now available! Included is the feature article "DAF Notes". Also featured are Cases & Rulings and Washington Talk, a discussion of hot topics in the nation's capital.