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Financial Planning » Webinar: Family Finances: Conversations Your Family Should Have
October 26, 2018 | Financial Planning
Talking to your family about money is arguably one of the more difficult conversations to have, but the reality is, it’s a key part of financial planning. The “sandwich generation” often finds themselves in the middle of these conversations – having to talk to their own …
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Individuals
Financial Planning » Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M
October 04, 2018 | Estate Planning
Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …
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IndividualsFinancial Planning » Webinar: Tax Reform and Your Financial Planning
February 16, 2018 | Tax Planning
Tax reform has become law, and seemingly endless news coverage has been dedicated to explaining its major provisions. With the dust starting to settle, now is the time to consider what it means for your financial planning in 2018 and beyond.
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IndividualsFinancial Planning » Prosper, Volume One
December 12, 2017 | Financial Planning
We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …
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IndividualsFinancial Planning » Webinar: Financial Planning FAQs
November 10, 2017 | Financial Planning
Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future.
Audience
IndividualsFinancial Planning » Webinar: Exclusively for Medical Professionals
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
Individuals
Financial Planning » Understanding Revocable Trusts
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 …
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IndividualsFinancial Planning » Webinar: The Importance of Estate Planning Early (& Often)
February 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 …
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Individuals
Financial Planning » Tax Planning for the Trump Era
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 …
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IndividualsFinancial Planning » Comparing IRAs: Trusteed and Traditional
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 …
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