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Trust and Estate Plan

Where will your assets go after you’re gone? Learn tips on estate planning best practices that include limiting estate taxes, setting up trusts for charities and loved ones, managing funeral arrangements, and gifting assets to family.

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Article

Preparing for the Impact of President Biden’s Tax Plan on Estate Planning

If you or a loved one have a sizeable estate, act now to revisit your plans ahead of proposed tax changes.

Bryan Strike,

Oct 11, 2021

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Article

Hiring an Estate Planning Attorney

To navigate the complex world of estate laws and taxes, you’ll likely need to hire an estate planning attorney. We’ll help you learn how.

Jeremiah H. Barlow,

May 6, 2021

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Podcast

Wealth and Tax Strategy Under the New Administration with Susan Travis Podcast

With the change in administrations, 2021 promises to bring new challenges & opportunities to the estate planning arena.

Doug Fabian,

Apr 22, 2021

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Article

Aligning Charitable Giving, Estate, and Tax Planning

Learn how to create a charitable giving strategy that does more for your nonprofit causes.

Mercer Advisors,

Apr 7, 2021

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Article

What You Need to Know About Inheritance Tax

When a loved one passes away and leaves assets to beneficiaries, those assets may be subject to an inheritance tax, depending on the location of the deceased and their relationship to the inheritor.

Logan Baker,

Mar 23, 2021

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Webinar

Charitable Contribution Strategies to Build Your Philanthropic Roadmap

How do you think about building a charitable roadmap as it relates to your financial plan, your tax strategy, and also your estate plan.

Josh DeForest,

Mar 12, 2021

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Article

Planning for a Non-Traditional Family (Which Is Probably Yours)

Families come in all shapes and sizes. Here’s how to make sure yours is financially protected regardless of who’s part of it.

Kara Duckworth,

Jan 19, 2021

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Article

Estate Planning for Same-Sex Couples

For same-sex couples, estate planning is essential to ensure your hard-earned wealth goes to your loved ones and not someone else.

Albert Zdenek,

Dec 30, 2020

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Article

Estate Planning for ‘Black Sheep’ Beneficiaries

Every family has one – or more – black sheep. They’re people who march to their own drum, and handing them an inheritance could be problematic. Here are some tips for managing them in your estate plan.

Kara Duckworth,

Dec 9, 2020

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Article

Which States Have Inheritance Tax?

Find out which states have inheritance tax, estate tax, or both, and whether you must pay these taxes.

Mercer Advisors,

Aug 21, 2020

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Article

Elderly Care in Times of Pandemic

Caring for an aging parent can be challenging, especially during a pandemic; what do you need to know?

Linda Ames Lyons,

Jul 21, 2020

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Webinar

Why Now is the Best Time to Gift to Your Loved Ones

Jeremiah H. Barlow,

May 14, 2020

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Article

Now is the Best Time for Gifting

Now may be the best time to review your gifting strategy due to these three factors.

Jeremiah H. Barlow,

May 14, 2020

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Article

Passing-On Insurance Policies Tax Free

With the SECURE Act changes, an ILIT may help minimize tax liability for your beneficiaries.

Mercer Advisors,

Feb 25, 2020

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Article

A Charitable Trust Extends Stretch IRAs

A charitable trust can stretch out your retirement accounts to benefit your loved ones and favorite charities.

Logan Baker,

Feb 25, 2020

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Article

New Legislation Impacts Retirement Planning

If you have retirement assets to pass on to your beneficiaries, your estate plan may need to revised

Jeremiah H. Barlow,

Feb 5, 2020

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Article

Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs

Jeremiah H. Barlow,

Dec 23, 2019

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Article

Financial Planning for Caretakers of Aging Family

Family caregivers who function as crucial (often invisible) support system for aging family need support too.

Judith Hirotaka,

Sep 5, 2019

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Article

HSAs, Retirement & Their Tax Advantages

Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.

Frances Smith,

Sep 5, 2019

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Article

Values and Life Lessons for Estate Planning

Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.

Kara Duckworth,

Mar 1, 2019

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Article

When Should You Update Your Estate Plan?

Congratulations, you have an estate plan. Now you need to keep it updated.

Jeremiah H. Barlow,

Aug 24, 2018

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Article

Double The Impact of Your Assets With Your Gifting Strategies

Time to consider how the increased exclusion amounts for estate taxes impacts your tax planning.

Jeremiah H. Barlow,

Aug 24, 2018

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Podcast

Best Estate Planning Practices & Tips

Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.

Doug Fabian,

Jul 19, 2018

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Article

Can Retirement Trusts Help Protect Beneficiaries?

Appointing beneficiaries is common for retirement assets, and to protect your beneficiaries, you may also want to set up a retirement trust.

Jeremiah H. Barlow,

Jun 8, 2018

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Podcast

Lost Financial Planning Opportunities w/ Drew Kanaly

How do you make sure your critical estate planning documents are in order? What is the benefit of working with a trust company?

Doug Fabian,

May 2, 2018

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Podcast

Estate Planning Basics Podcast

Wondering whether you need an estate plan? Learn what triggers the need for one and where to begin.

Doug Fabian,

Mar 20, 2018

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