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.
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.
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.
Aligning Charitable Giving, Estate, and Tax Planning
Learn how to create a charitable giving strategy that does more for your nonprofit causes.
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.
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.
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.
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.
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.
Which States Have Inheritance Tax?
Find out which states have inheritance tax, estate tax, or both, and whether you must pay these taxes.
Elderly Care in Times of Pandemic
Caring for an aging parent can be challenging, especially during a pandemic; what do you need to know?
Why Now is the Best Time to Gift to Your Loved Ones
Now is the Best Time for Gifting
Now may be the best time to review your gifting strategy due to these three factors.
Passing-On Insurance Policies Tax Free
With the SECURE Act changes, an ILIT may help minimize tax liability for your beneficiaries.
A Charitable Trust Extends Stretch IRAs
A charitable trust can stretch out your retirement accounts to benefit your loved ones and favorite charities.
New Legislation Impacts Retirement Planning
If you have retirement assets to pass on to your beneficiaries, your estate plan may need to revised
Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs
Financial Planning for Caretakers of Aging Family
Family caregivers who function as crucial (often invisible) support system for aging family need support too.
HSAs, Retirement & Their Tax Advantages
Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.
Values and Life Lessons for Estate Planning
Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.
When Should You Update Your Estate Plan?
Congratulations, you have an estate plan. Now you need to keep it updated.
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.
Best Estate Planning Practices & Tips
Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.
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.
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?
Estate Planning Basics Podcast
Wondering whether you need an estate plan? Learn what triggers the need for one and where to begin.
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