Client Resources

Insights: Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

 
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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.


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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.


Knowledgebase

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?