Categories

Legacy Planning

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

Charitable Giving Can Yield Greater Tax Benefits in 2020, 2021 by Lee F. Hediger

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

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery

What is a Financial Plan? by Lee F. Hediger