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Life Insurance

How to Use a Trust Strategically to Shield Life Insurance Policies

Life insurance can be a key financial asset for families, so much so that policies are often placed in a specialized type of trust called an irrevocable life insurance trust…

AdvicePeriodJune 23, 2022

Sudden Wealth: How to Make It Count

Coming into substantial wealth—whether through an inheritance, business sale, large severance package or other means—can mean a lifetime of financial security and the freedom to pursue your dreams. But failure…

AdvicePeriodMay 16, 2022

Taxes

Discover the Advantages of Year-round Tax Planning

April has come and gone, and, assuming you’ve filed your taxes on time, you can forget about the IRS for a whole year, right? Actually, to effectively preserve and build…

AdvicePeriodMay 15, 2022

News

Don’t Avoid “The Talk” About Inheritance

U.S. households are in the midst of an astonishing wealth transfer: over the next 23 years, $84.4 trillion will be transferred to heirs and charities.1 In too many cases, though, estate…

AdvicePeriodApril 18, 2022

Taxes News

Tax Advantages of Roth IRA Conversions

No one likes paying more taxes than necessary. When it comes to retirement investment accounts, one way to potentially pay less over the long run is to convert a pre-tax…

AdvicePeriodApril 18, 2022

News

6 Reasons to Review Your Insurance Policies

Wealth is painstakingly built but easily lost. Accidents, lawsuits, medical crises and other surprises can swiftly wipe out the most carefully laid financial plans. That’s why life, property/casualty and long-term-care…

AdvicePeriodMarch 23, 2022

News Estate Planning

Federal Estate and Gift Tax Exemption to Sunset in 2025: Are You Ready?

The window for you and your family to transfer wealth to heirs and charities is wide open right now. For 2022, the federal estate and gift tax exemption stands at…

AdvicePeriodMarch 23, 2022

News Estate Planning

Three Common Estate Planning Mistakes to Avoid

Estate planning helps with financial peace of mind by protecting family assets and helping ensure they’re distributed according to your wishes, in addition to playing an important role in maintaining…

AdvicePeriodFebruary 17, 2022

News

The Latest RMD Rules: What You Need to Know

Individuals who invest in tax-deferred retirement accounts will appreciate two recent changes to required minimum distribution (RMD) rules. First, legislation that was passed in 2019 changed the RMD age from…

AdvicePeriodFebruary 15, 2022

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How to Use a Trust Strategically to Shield Life Insurance Policies

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