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®

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

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