Categories

Legacy Planning

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

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