Affluent investors face unique financial challenges, including wealth preservation, tax optimization, and estate planning. Financial planners can offer tailored solutions to manage and protect significant wealth effectively.
August is National "Make a Will" Month! This is a great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one here.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
Estate planning is an important part of protecting yourself and your loved ones in the event you are unable to make important decisions for yourself. Make sure to review these 4 areas of your plan.
If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.