Categories

Legacy Planning

Charitable Giving Provides Greater Impact, Tax-Efficiency in 2020 by Eric P. Zeitlin

Financial Tips when Walking Down the Aisle a Second Time by Kathleen Marteney, CRPC®

Wealth Planning Opportunities that Leverage Today’s Low-Interest Rates by Eric P. Zeitlin

Rethinking Inherited IRAs After the SECURE Act by Lee F. Hediger

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery

What is a Financial Plan? by Lee F. Hediger

Special Needs Trusts Can Help Improve a Disabled Family Member’s Quality of Life by Lee F. Hediger

Legacy Planning under Tax Reform by Scott Montgomery, CLU®, ChFC®