Legacy Planning

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery

Managing your Online Legacy and Digital Assets after Death by Eric Zeitlin

4 Non-Tax Benefits of Estate Planning By Eric Zeitlin

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

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

UPDATED 5 Steps Required to Settle an Estate By Scott Montgomery, CLU, ChFC

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

UPDATED 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