Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so..

Tax Efficient Family Wealth Transfer
Organization of Documents
Review Legal Documents
Review Beneficiaries/Philanthropic Planning
Insurance Planning - Life Insurance, Disability Income Insurance, Long-Term Care Insurance
Tax Planning and Optimization
Trusts (Revocable Living, SLATs, Irrevocable, etc.)
Charitable/Philanthropic Planning
Work with Estate Planning Attorneys to Update or Create Legal Documents
Work with Estate Planning Attorneys to Correctly Title Assets and Investment Accounts

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

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Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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