Financial Planning

March 21, 2024

Four Steps to Secure Your Digital Legacy

“I think it’s in a red notebook, or maybe it’s a burgundy one?” Dad said […]
December 6, 2023

An Executive’s Guide to Non-Qualified Deferred Compensation Plans

Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
November 10, 2023

Thoughtful Intergenerational Conversations May Yield Fruit for Your Family

Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]
July 25, 2023

Money Matters After the Wedding

In May, I had the honor of officiating the marriage of my oldest son. As […]
July 17, 2023

Fair But Not Equal: Addressing Unequal Inheritance for Heirs

Growing up the youngest of three siblings, I had many opportunities to develop an early […]
April 18, 2023

Overfunded 529 Plan?

Do you find yourself with more money in a 529 plan than your plan beneficiary […]
December 29, 2022

Hand-Me-Downs and Split-Interest Gifts

Wealth Transfer Planning Amid High-Interest Rates Being the youngest of four children, I wore hand-me-downs […]
September 12, 2022

Choosing Between a Donor-Advised Fund and a Private Foundation

Charitable planning, like most areas of financial planning, is not one-size-fits-all. Your needs and priorities […]
July 8, 2022

Inherited IRAs: Update to the Ten-year Window for Non-Spouses

The SECURE Act of 2019 eliminated the stretch provisions of the inherited IRA for most […]