News and Commentary

Keep an Eye on Estate Planning Through COVID-19 Pandemic by Eric P. Zeitlin


Posted on March 19, 2020 by Eric Zeitlin

Do Foreign Persons Have U.S. Estate Tax Responsibilities? by Melvin Perez, CFP


Posted on February 13, 2020 by Melvin Perez

Assessing Long Term Care Insurance Options by Scott Montgomery


Posted on February 05, 2020 by Scott Montgomery

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery


Posted on January 08, 2020 by Scott Montgomery

UPDATED Why Invest in Stocks? by Shane Phillips, CFA, CAIA, CFP ®


Posted on December 23, 2019 by Shane Phillips