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May 19, 2017 | Estate Planning
Estate planning is a vital part of the financial planning process at all stages of life, and the need for various estate planning tools will change throughout your lifetime. We discuss estate planning techniques that can help protect your assets, your practice, and your family. …
Audience
IndividualsApril 27, 2017 | Financial Planning
Just a few months after President Donald Trump’s inauguration, the U.S. healthcare landscape is potentially poised for big changes. Despite the early defeat of the American Health Care Act (AHCA), health care reform reportedly remains a top priority for the administration as it faces its 100-day …
Audience
IndividualsFinancial Planning Coordinator/Senior Consultant
March 28, 2017 | Estate Planning
Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can sometimes be expensive, may evoke fears of death, and is generally not the first thing that comes to mind when deciding how to enjoy …
Audience
IndividualsDirector of Family Wealth Management
March 22, 2017 | Planning for Retirement
As people approach age 65 and consider retirement, health care planning becomes a higher priority. It also becomes a common area of confusion. After years of having health care coverage through an employer provided plan, the various parts of Medicare and additional coverage options can be …
Audience
IndividualsSenior Wealth Management Consultant
February 23, 2017 | Estate Planning
Wills and Revocable Trusts are estate planning tools which can be used to pass assets on at death. However, the structure of wills and trusts are quite different. In order to understand how both a will and trust work, you must first understand the probate process. In very broad terms, a Will …
Audience
IndividualsFebruary 21, 2017 | Estate Planning
Estate planning is a vital part of the financial planning process at all stages of life, and the effectiveness of various estate planning tools will change throughout an individual’s lifetime. In this recorded webinar, we discuss the importance of estate planning and share …
Audience
IndividualsFinancial Planning Coordinator/Senior Consultant
December 05, 2016 | Tax Planning
If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax …
Audience
IndividualsDirector of Family Wealth Management
November 21, 2016 | Tax Planning
President-elect Donald Trump's victory, along with Republicans maintaining majorities in Congress, has taken many by surprise. While some segments of the broad U.S. stock market reacted favorably to the election results (e.g., Financials and Industrials), other segments did not (e.g., Utilities …
Audience
IndividualsDirector of Family Wealth Management
November 10, 2016 | Planning for Retirement
Individual Retirement Accounts (IRAs) are a great way to save for retirement and accumulate wealth. However, when it comes to preserving your legacy and passing on your wealth to future generations the way you wish, there are options to consider. Both a Traditional IRA and a Trusteed IRA are …
Audience
All AudiencesNovember 08, 2016 | Investment Themes
Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond. How do investors plan for the future during these remarkable times? In this webinar, a panel …
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