Estate Planning and Wealth Transfer

Divorce signifies the next stage of your life. Your guide to this new phase has to include your financial plan.

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.

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

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

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

Putting an estate plan in place is an investment of time and money, but is well worth it to ensure that one’s wishes are carried out.

An inherited IRA retains the benefits of the original retirement account but is subject to immediate lifetime RMDs or a five-year withdrawal election.