Estate Planning and Wealth Transfer

Reduce your tax liability, boost the value of your retirement accounts and assets, and support your future goals, with an integrated team.

Estate planning is more than just drafting a will. It’s knowing your values, your intentions, and your vision for the future.

Setting a beneficiary election on your retirement accounts helps ensure that your asset base aligns with your overall priorities.

Three ways to create a family legacy around philanthropy and inspire future generations to find passions and causes of their own.

Legal developments in Washington State have put the focus on “committed intimate relationships,” which affects financial planning for unmarried couples.

How do you know when you’re truly ready to retire—not just financially, but also physically, mentally, and emotionally? It’s not just about age.

The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.

California's probate process is cumbersome and expensive. Creating and funding an inter vivos revocable living trust is one way to avoid probate.

With all of the emotions and excitement during a time of transition, the last thing parents are likely thinking about is estate planning…

To help you better understand the nuts and bolts of this area of financial planning, we have compiled a comprehensive glossary of estate…