We sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English.
Think 529 plans are just for college? Think again. From K–12 tuition and apprenticeships to student loan repayment and even Roth IRA rollovers, today’s 529 plans offer more flexibility than ever — making them a powerful tool for education funding and estate planning.
Losing a loved one is difficult, and dealing with their financial matters can add stress to an already emotional time. Fortunately, in most cases, you are not personally responsible for their debts.
Estate planning isn’t just about creating a will—it’s about ensuring your wishes are honored. Discover why keeping your beneficiary designations current matters and how to avoid potential pitfalls in your estate plan.
Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and estate planning attorney Arun Gupta to break down a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor.
Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® to advise a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
Think having a will can wait? 64% of Americans agree it’s important, but only 32% have one. 📝 We look at four common reasons people put it off—and why now is the perfect time to start your estate planning.
The SECURE Act of 2019 has brought major changes to how IRA and retirement plan assets are distributed to beneficiaries. Understanding RMDs, RBDs, and the distinctions between EDBs and DBs is crucial for navigating these changes.
The IRS has announced relief and guidance for certain RMDs from inherited retirement accounts for 2024.
