Understanding the distinct yet overlapping responsibilities of trustees and Power of Attorney agents is crucial for anyone entrusted with managing another's assets or making decisions on their behalf. Learn the key duties of each role and how to fulfill these important obligations with integrity.
Discover how Giving Tuesday can spark meaningful generosity and learn strategies to make your contributions go further this holiday season.
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.
In addition to the emotional burden of losing a loved one, there is also the burden of paperwork, including filing a tax return for the deceased. Learn more about how to file taxes for a loved one who has passed away.
The Silver Tsunami, or the many baby boomers that are retired or retiring soon, has far-reaching implications across our economy and society. Learn more about how this generation will change how we approach the coming decades!
Including key family members in estate planning, when possible, ensures smooth transitions, prevents conflicts, and creates a clear path for carrying out your wishes, while partnering with trusted professionals provides an alternative when family involvement isn’t practical or desirable.
With thoughtful financial planning, animal lovers can use strategies like RMDs, Donor-Advised Funds, and pet trusts to support both their pets and animal charities, ensuring their legacy reflects their passion for animal welfare.
Regularly reviewing your estate strategy ensures that everything is up to date and aligned with your current wishes. Learn more about when you should review your strategy and what life events may necessitate an immediate review.
