For retirees looking to lower their tax burden and give back, qualified charitable distributions (QCDs) offer a strategic way to fulfill required minimum distributions, while supporting causes they care about.
Every year, we plan a wellness physical with our doctors because we understand that health is wealth that money can’t buy. However, do we take the same care and discipline with our financial health?
As the baby boomer generation ages, they will pass savings and assets on to their children, grandchildren and charitable organizations.
Estate planning law provides a framework for preparing for the future by outlining how assets, property, and personal matters will be handled. It often includes
Reaching 100 isn’t just about good genes—traits like resilience, community connection and a sense of purpose are just as important to longevity.
Survivor benefits can be complex, even if you don’t think you have a complicated financial situation.
Grieving families left confused from coast to coast as assets freeze after loved ones die.
Families that come together through remarriage or new partnerships often encounter distinct considerations when preparing for the future. In households where there are children from
If you’ve ever had to deal with outdated legal documents, you know it’s about as fun as trying to untangle last year’s Christmas lights.
Planning for the future is not always easy, but it is one of the most important steps we can take to protect our families. Estate