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Wealth Planning
Providing for children with special needs
Jan 15, 2026
It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.
Wealth Planning
Jan 09, 2026
Often, people are able to achieve sufficient asset protection by employing very simple strategies.
Wealth Planning
Jan 05, 2026
Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.
Wealth Planning
How to include your grandchild in your financial plan
Jan 05, 2026
Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.
Wealth Planning
When does it make sense for a trust to own your life insurance policy?
Dec 24, 2025
Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.
Wealth Planning
Providing for your loved ones during your lifetime
Dec 22, 2025
Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.
Wealth Planning
Planning for separation or divorce
Dec 11, 2025
Make sure to plan for all potential outcomes.
Wealth Planning
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
Dec 09, 2025
As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.
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