What Are SLATs (Spousal Lifetime Access Trusts) and Who Are They For?
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.
Estate Planning Tips for Blended Families
Every family looks a little different, but no matter what your family looks like, estate planning is vital for everyone. Learn more about estate planning for blended families here!
Just Received an Inheritance? Be Aware of These 5 Tax Implications
Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.
10 Steps to Resolving Finances After a Family Death
Unraveling the financial details of someone who's deceased can be a long and difficult road. Reduce your frustration by following these 10 steps.
Financial Caregiving: 10 Ways to Go About It
More than 90% of private caregivers eventually provide some kind of financial help. From paying bills, copays, providing food or transportation, or spending money to provide time and personal attention at someone else’s home.
Should I Call a CFP®, a CPA, or Both?
Financial jargon can confuse anyone and make it hard to decide who to trust your money with. In order to decide between choosing CFP® or CPA, take some time to analyze your financial situation.
Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Required Minimum Distribution (RMD) Rules: Key Things Every Retiree Should Know
Did you know there is such a thing of having too much money during retirement? While it may not necessarily be a bad thing, you do need to worry about required minimum distributions (RMDs). Here's what you need to know.
