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Smart Strategies for Estate Planning

  • Foundational Planning to Protect Yourself and Loved Ones
  • Retirement Wealth Transfer with the SECURE Act
  • Maximizing Gifting in Opportunistic Tax Environment
Estate Planning Family & Health Wealth Management Trusts Tax Basics Protecting Your Legacy Webinars

Hosted By

Jenna Elliott
JD, LL.M.
VP, Estate Planning
Published Dec 11, 2023
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Further Learning

Estate Planning Article

Estate Planning After the SECURE Act

Learn how retirement trusts and Roth conversions can help mitigate taxes for your heirs. 

A senior couple using a laptop and going over paperwork in the garden at home.
Estate Planning Article

Using Retirement Trusts to Protect and Transfer IRAs

Learn how retirement trusts can protect IRAs, manage RMDs, and transfer assets under SECURE Act rules.

A couple using their retirement trust to protect their IRA
Estate Planning Article

Using Retirement Trusts to Protect and Transfer IRAs

Learn how retirement trusts can protect IRAs, manage RMDs, and transfer assets under SECURE Act rules.

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