Often, clients will ask the difference between wills and trusts, and which is better. Let’s look at wills, trusts, how they are used, and the pros and cons of each so you can go into a decision well-informed on your options.
Wealth Management
7 ways the Secure 2.0 Act changes retirement plans
A new law could change the way you save for retirement and use your retirement funds. We explain the law’s key provisions.
Consider creating an ethical will (or legacy letter)
Ethical wills are a way to account for the intangible things you want to leave to your loved ones.
Use tax time to organize your finances
Use tax time to get the rest of your finances in order. Work through this checklist to ensure no opportunities are overlooked.
Highlights of current and future energy tax credits
If you’ve invested in energy efficiency or alternative energy for your home or vehicle, make sure you claim the energy tax credits on your tax return.
How to make your charitable planning more strategic
Follow these four steps for creating a charitable giving strategy that fits your overall goals and plans.
What are your retirement insurance needs? You might be surprised.
Retirement brings a lot of changes. While they might not be at the top of your list, don’t overlook your retirement insurance needs.
Travel advice: COVID changes, insurance, international currency
For those of you ready to resume travel, I asked our travel agent what you should keep in mind when traveling these days.
Gifting money to family members 101
As people think about gifting money to family members, they want to do it in a way that is most beneficial to themselves and the recipients.