Estate Planning: The Benefits of Giving While Alive

Estate planning often involves preparing for what happens after death. Yet, consider that giving while living can also play a complementary role within an estate plan. While the obvious personal benefit is the satisfaction of seeing your gift at work, consider that there may be other benefits, including financial ones, from giving while alive: 

Share
Retire Up to 30 Percent Wealthier: Why Not More? 

You may have heard an oft-repeated advertisement in the media today that suggests that by reducing investment management fees, you have the potential to retire up to 30 percent wealthier. While few would choose to forego this amount down the road, it may be worthwhile to take a deeper look at these claims. 

Share
Estate Planning: Having End-of-Life Discussions with Loved Ones

It is understandable that many of us prefer to avoid the subject of end-of-life planning, or at least try to put it off until the last moment. Yet, the pandemic should remind us of the importance of these discussions.   

Share
Estate Planning: Preparing for a Wealth Transfer

With over one trillion dollars of inheritances expected to be passed along over the next decade, taking action to preserve wealth across generations has never been more important.1 Does your estate plan protect this wealth transfer? Here are some considerations: 

Share
Your Estate Plan: Is a Review in Order?

When was the last time you reviewed your estate plan? While this should be done at least every five years or when personal circumstances change, the pandemic reminds us of the value in revisiting plans when circumstances around us also change.

Share