Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

12/27/2022

SECURE 2.0 Act: Reshaping Retirement Plans

New and improved retirement policies through the SECURE 2.0 Act passed the House of Representatives this past Friday, December 23, and the bill now...

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12/20/2022

The Use of a Charitable Remainder Trust

This article will explore what is known as a Charitable Remainder Trust. This trust can go by several names and formats, like a Charitable Remainde...

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12/20/2022

Time is Money: 7 ways to use your 'gap time' more productively

What are these little bits of time? You are called in from the field into the office because your manager wants to meet for your periodic performan...

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12/15/2022

What is a Donor Advised Fund

Through the years, Donor-Advised Funds have become increasingly common in the philanthropic community for the good they can do today and the good t...

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12/13/2022

Take the Roth IRA Quiz!

In the world of IRAs and qualified plans, nothing seems to create more debate and google searches than the Roth IRA. On the surface, it seems simpl...

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12/8/2022

How a Private Family Foundation Works

A Private Family Foundation is one way to help you establish your charitable giving during your lifetime. Furthermore, because you generally establ...

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12/6/2022

Retirement Guide for Self-Employed Clients

For your self-employed clients, the common question is, which retirement plan is right for me? Is it a Simplified Employee Pension (SEP IRA), Savin...

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12/1/2022

Why Charitable Giving Benefits All - Including You and Your Family

Many of us have dreamed of making the world a better place. We have visions of a world with equality, freedom, and healthcare available to all - a ...

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11/29/2022

What to Give Clients Who Have Everything: Client Gift Guide

With Thanksgiving suddenly behind us, it's time to start looking forward to what many consider 'the most wonderful time of the year. As the holiday...

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11/22/2022

Falling for Fintech: Financial Planning Software

According to The Kitces Research on Independent Adviser Tech, in 2021, 83% of financial advisors used some type of financial planning software. If ...

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11/17/2022

Charitable Remainder Trust

Capital gains got you down? See our new Charitable Remainder Trust Video!

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