SECURE 2.0 provides a boost to your retirement and estate plans -
The SECURE 2.0 Act of 2022 (SECURE 2.0) expands on the changes made by the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)....more
Funding long-term care expenses: What are your options?
Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC — such as a nursing home or...more
2/23/2023
/ Asset Management ,
Beneficiaries ,
Estate Planning ,
Family Members ,
Financial Planning ,
Inheritance ,
Long Term Care Insurance ,
Long-Term Care ,
Trusts ,
Wealth Management ,
Wills
Pay attention to securities laws when planning your estate -
Do your assets include unregistered securities, such as restricted stock or interests in hedge funds or private equity funds? If so, it’s important to consider...more
12/28/2022
/ 401k ,
Asset Management ,
Beneficiaries ,
Disabled Children ,
Document Management ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Inheritance ,
Retirement Plan ,
Securities ,
Successors ,
Trustees
Rising rates spark interest in charitable remainder trusts -
If you wish to leave a charitable legacy while generating income during your lifetime, a charitable remainder trust (CRT) may be a viable solution. In addition...more
10/25/2022
/ Asset Management ,
Estate Claims ,
Estate Planning ,
Estate Tax ,
Inheritance ,
IRS ,
Life Insurance ,
Retirement Funds ,
Tax Planning ,
Trustees ,
Trusts ,
Wealth Management
You’ve received an inheritance: Now what?
If you’ve received, or will soon receive, a significant inheritance, it may be tempting to view it as “found money” that can be spent freely. But unless your current financial plan...more
5/23/2022
/ Asset Management ,
Beneficiaries ,
Estate Claims ,
Estate Planning ,
Family Members ,
Fiduciary ,
Inheritance ,
Successors ,
Trustees ,
Trusts ,
Wills
Is silence golden?
The good and the bad of keeping your trust a secret -
It’s common for parents to set aside money or other assets in trust for their children or grandchildren. At the same time, many parents agonize...more
8/13/2019
/ Asset Management ,
Beneficiaries ,
Capital Gains ,
Elder Care ,
Elder Issues ,
Estate Planning ,
Estate Tax ,
Inheritance ,
Qualified Opportunity Funds ,
Trust Administration ,
Trusts