You may already have a will or estate plan in place to guide your heirs in distributing your money or possessions after you die. Does that plan also address how you would like your life to be honored?

Is your child reaching the age of majority soon? If so, you may want to explain the legal ramifications of this important milestone and walk through these basic estate planning concepts.

In this recorded webinar, our financial advisors discuss several strategic ways to make a difference all year ‘round through charitable gifting. Learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.

In this recorded webinar, hear from our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.

Having a well thought out and organized estate plan is one of the kindest things you can do for your family and heirs. Financial advisor Libby Muldowney discusses the basic estate planning documents that should be considered, the reasons why you should have an estate plan, and how an estate plan can evolve over time to meet the changing needs of your life stages.

In this on-demand webinar, you’ll learn five tax-smart strategies to make the most out of your charitable giving.

It’s the season of giving and there is still time to take advantage of possible tax breaks in 2020. Financial advisor Justin Smith discusses several charitable giving options in his blog post.

Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.

For those over age 70½, a qualified charitable distribution can be a great way to make a charitable donation in a tax-efficient manner.

Crafting a great estate plan can be a fascinating exercise, yet most of us never quite get around to it. Perhaps it’s a bit like a challenging recipe: start with a natural reluctance to contemplate your own demise, sprinkle in some unique family dynamics, season liberally with ever-changing tax laws and fold in that one […]