Legacy Planning

A recent survey found that 23% of Americans in the last year have increased the amount that they’re saving for retirement. Young adults appear to be the biggest savers, which means that they’re [...]

Ensuring a lasting legacy is the goal for many clients who seek the advice of financial advisors, but many legacy planning strategies fall short in accounting for the complexities of [...]

A client came into the office the other day wanting to talk about options for getting rid of an annuity she’d purchased and then later determined she didn’t need. This happens occasionally when [...]

Most of us who are looking to create a legacy have the same basic goal: transfer as much money as possible to the next generation without too many headaches or delays. What sort of headaches or [...]

Most clients seeking estate tax planning are not merely aiming to leave a few thousand dollars for their heirs—they aspire to build a lasting legacy. A major obstacle to this goal is the [...]