Estate Planning

Incapacity

Planning for Incapacity

Planning ahead can ensure that your health-care wishes will be carried out and that your finances will continue to be competently managed.

gift and estate tax

Gift and Estate Taxes

If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax.

life insurance and estate planning

Life Insurance and Estate Planning

Life insurance was once known as burial insurance and used to pay for funeral expenses. Today, it’s a crucial part of many an estate plan.

charitable giving

Charitable Giving

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!