Between industry news and personal experience

Discover how expert financial advisors navigate the complexities of life insurance, ensuring your coverage evolves with your changing needs and financial goals, in our latest blog post.

February is Responsible Pet Owners Month. Ensure your pet's future well-being by exploring options like pet trusts, will provisions, pet guardianship agreements, and pet care organizations, emphasizing the importance of open communication and proactive planning for responsible pet ownership even beyond your lifetime.

Donor Advised Funds (DAFs) have emerged as a versatile and tax-efficient method for philanthropy in today's charitable landscape, allowing donors to contribute assets and receive immediate tax deductions. These funds grant donors flexibility, privacy, and the potential for investment growth while facilitating strategic and multi-generational giving, making them a valuable tool for individuals and organizations seeking to create a lasting impact on their chosen causes.

Serving as a trustee is an honorable responsibility that involves acting in the best interests of the trust and its beneficiaries, adhering to fiduciary duty. Understanding the trust document, making prudent investments, maintaining open communication, and complying with legal and tax requirements are key aspects of fulfilling this vital role effectively.

Think extended care isn't affordable? Find out how you can save on costs to get the necessary care.

#EstateTax is set to return to pre-2018 levels in 2025. Is your strategy prepared for possible changes?

You may be waiting as long as possible to take your Social Security benefits, but is that actually your best option? Here's what research you should be doing to find out.

A Spousal Lifetime Access Trust, or SLAT, has many benefits and could be a piece of your estate plan. Learn more about what SLATs are and who they're right for.