Why You Should Revisit Your Estate Plan Near Retirement Age
As you approach retirement age, it's crucial to revisit your estate plan including updating your will and beneficiaries to ensure your assets are protected.
How to Choose Between Transfer on Death Deed or Living Trust
Deciding between a transfer of death (TOD) deed and a living trust when transferring your assets to your loved ones doesn't have to be hard. Read more!
Gray Divorce: How Older Americans Should Plan Financially
The divorce rate for older Americans has increased substantially. Learn how gray divorce can affect your financial plan.
What is “Inter Vivos” Giving?
Learn about inter vivos gifts and how they relate to your estate planning strategy.
8 Things You Need To Know About Taxes in Retirement in CA
Planning for retirement in California? From retirement account withdrawals to property taxes, we've got you covered to make the most out of your golden years.
You’ve Completed Your Estate Plan. Now What?
In order to fully utilize your estate plan, make sure to have a discussion with your wealth and tax professionals.
Which Trust Do You Need for Your Estate Plan?
In estate planning, establishing the right type of trust for your assets can help you and your loved ones.
Your House is An Asset: How to Increase Your Home Value
If you’re preparing to sell, these tips can help increase the asset value of your home.
An Update to Inherited IRAs: RMDs in 2023
The RMD rules on inherited IRAs are changing in 2023.
SECURE Act 2.0: Here’s What It Means for You
The SECURE Act 2.0 has been passed - see how it affects your retirement.
Teaching the Next Generation to Plan Financially
Discuss financial planning concepts with the next generation now to help them begin a financially successful path.
Inheritance Planning for High Net-Worth Individuals
Inheritance planning is a crucial step in overall estate planning for high net-worth individuals.
