Estate Planning and Wealth Transfer

Setting a beneficiary election on your retirement accounts helps ensure that your asset base aligns with your overall priorities.

Three ways to create a family legacy around philanthropy and inspire future generations to find passions and causes of their own.

The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.

With all of the emotions and excitement during a time of transition, the last thing parents are likely thinking about is estate planning…

To help you better understand the nuts and bolts of this area of financial planning, we have compiled a comprehensive glossary of estate…

Putting an estate plan in place is an investment of time and money, but is well worth it to ensure that one’s wishes…

An inherited IRA retains the benefits of the original retirement account but is subject to immediate lifetime RMDs or a five-year withdrawal election.

It's difficult to find a more challenging life event than the passing of a loved one. Between the emotional toll it takes on…

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly…

Congress passed the final version of the pending tax legislation, which will now move to President Trump's desk for signature. The bill is…