Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Trust 4/22/2021

Establishing an IRA Trust for a Special Needs Child

While IRA owners may name their special needs child as the beneficiary of their IRA to prepare for their child’s future, doing so may have unforese...

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Financial Advisors 4/20/2021

It's Time to Discuss the 99.5 Percent Act With Your Clients

Senator Bernie Sanders has introduced a bill called the “For the 99.5 Percent Act.” This bill will include a change in the estate tax exemption tha...

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Financial Advisors 4/15/2021

SECURE Act 10-Year Rule May Require Annual RMDs

Since the SECURE Act’s passage in 2019, the industry has worked under the assumption that the 10-Year rule provided designated beneficiaries with o...

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Financial Advisors 4/13/2021

Building Your Business Post-COVID May Seem a Lot like Pre-COVID

As we emerge from the COVID era, you may find that people are eager to meet with you, to shake your hand. You may begin to see a keen interest in b...

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Trust 4/8/2021

Is Giving IRA to Charity the Only Alternative to Paying the Tax?

Homer wrote about the dilemma Odysseus faced as he crossed the strait of Messina. For investors with large IRAs, the SECURE Act poses a similar, Od...

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Financial Advisors 4/6/2021

How Financial Advisors Use Backlinks to Improve Their Website's SEO

SEO for financial advisors comprises of many strategies. Here are 5 ways to get backlinks to boost your website’s search ranking and bring more tra...

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Trust 4/1/2021

Eliminating the SECURE Act Tax on an IRA

Although the SECURE Act eliminated the stretch IRA strategy, IRA owners who are updating their estate plans may find a potential substitute for the...

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