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Estate Planning

Estate Planning

Year-End Estate Strategies

What you need to know to get ready for the end of the year. With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end…

Estate Planning

Can You Put Your IRA into a Trust?

What you should know about naming an IRA beneficiary. Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name…

Estate Planning

Will You Avoid These Estate Planning Mistakes?

Too many households commit these common blunders. Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.…

Estate Planning Financial Planning

Trends in Charitable Giving

The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history…

Estate Planning

Coping with an Inheritance

A windfall from a loved one can be both rewarding and complicated. Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and…

Estate Planning

Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it.  If a child comes from money…

Estate Planning

An Executor Checklist

The steps you may need to take to fulfill a major responsibility. If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but…

Estate Planning

Have You Considered Charitable Gifting?

Could it make the world a better place? Could it make sense, financially? A gift to charity may also help to improve your tax or financial situation. Here’s a brief look at some popular options for charitable gifting, with…


This 30 minute live webinar featuring guest Ned Davis Research, will cover a current economic and market update as well as give attendees the opportunity to submit questions to the presenters.

Tuesday, October 27th