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Estate planning is no small feat; in fact, for most individuals, it’s an ongoing process. Even with the guidance of a team of financial and tax advisors, estate planning experts, and specialists [...]

Clients often ask me about the role of their annuities in legacy planning. There is a wide range of options available for creating an annuity, including some with death benefits, so it is [...]

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 [...]

Believe it or not, it’s easy to forget you bought life insurance. In fact, it’s estimated that more than $7.4 billion in life insurance proceeds are unclaimed. Now, considering that the life [...]

When it comes to transferring your wealth to the next generation, you have several options. You can keep things really simple and pass along bank and brokerage accounts full of stocks, bonds, and [...]

Imagine this scenario: Bruce is a 70-year-old retired business owner with a 40-year-old son, Rick. Rick has a two-year-old daughter, Ava, and a baby on the way. Bruce wants to help pay for [...]

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 [...]

Two separate clients, each with similar net worth, recently met with us to discuss their estate plans. One of them had already incorporated life insurance into her plan, while the other had not [...]

Choosing the right trustee for an irrevocable trust is perhaps the most important decision you’ll face when setting up the trust. Unfortunately, most people can’t pick the person they trust the [...]