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Wealth Management

Why a Total Return Trust?

Among the reasons clients utilize trusts as their estate planning tool of choice are: avoiding probate, maintaining privacy, or minimizing income and estate taxes. The primary attraction, typically, is the desire to maintain direction and control over assets after they pass.

IRS Retirement Plan Contribution Limits

To make it possible for voluntary retirement savings to keep up with inflation, the various numerical limits embedded within qualified retirement plans are indexed for inflation.

2021 Financial Resolutions

The new year is a perfect time to review and update your financial resolutions. Here are some things to consider as you plan for 2021 and beyond.

Fight Procrastination - Get a Will

It doesn’t matter what your financial status is or if you’re married, single, or have children. A will is a necessity.

IRA Assessment

Learn more about IRAs and how best to manage yours.

6 Predictors of Happiness in Retirement

A study of adult development has been carried out at Harvard for roughly the last century. Three groups have been tracked: 268 Harvard graduates born about 1920; 90 middle-class gifted women born about 1910; and 456 social disadvantaged men from inner cities born about 1930. Some of the results of the study were reported in Business Insider.

Everyone Needs a Will

As important as estate planning is, that has long been a hard sell for most Americans. A 2017 survey by Caring.com revealed that only 42% of U.S. adults had a will or a living trust in place.