Estate Planning Trusts as IRA BeneficiariesThis article examines the critical considerations for selecting a trust as an IRA beneficiary post-Secure Act, including the types of trusts that qualify and the…
Estate Planning Which Is Better-A Will or Revocable Trust?A common decision when creating an estate plan is whether to use a will or a revocable living trust. There is a lot of confusion…
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…