Categories

Legacy Planning

Donor-Advised Funds Gain Popularity as a Means of Charitable Giving By Eric P. Zeitlin

Steps Required to Settle an Estate By David L. Burg, CFP®, JD, LL.M., MBA, CLU®, ChFC®, RICP®, CRPS®, ADPA®, CASL®

Understanding Your Choices When Selecting a Trustee By Eric P. Zeitlin

Charitable Giving Can Provide Greater Impact, Tax-Efficiency in 2021 by Eric P. Zeitlin

How Can Swap Powers Preserve Wealth for Future Generations? By Eric P. Zeitlin

A Fair Inheritance is in the Eye of the Beholder By Lee F. Hediger

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

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

UPDATED The Importance of Selecting and Updating Beneficiaries by Scott Montgomery