Latest Articles
Legacy Planning14 Articles
Tue, Apr 7, 2026
What Is the “Die With Zero” Retirement Philosophy?
It’s not as simple as “carpe diem.” Learn how to spend your retirement funds strategically for the greatest fulfillment—responsibly.
Tue, Mar 10, 2026
Estate Planning Priorities for Every Stage of Life
Major life events often prompt new financial considerations—including your estate plan. Use these five milestones as key opportunities to update your most important documents.
Tue, Sep 2, 2025
High Estate Tax Exemption Limits Are Here to Stay
Are you making the most of this nearly $30 million opportunity?
Tue, Mar 18, 2025
Distribution Rules for Inherited IRAs
There have been some major changes in the world of inherited IRAs since the Secure Act went into effect in 2020. Here’s what account owners, spouses, and non-spousal beneficiaries should know in order to help maximize an inherited IRA.
Tue, Sep 17, 2024
What are the Best Assets to Leave Your Heirs?
Discover the pros and cons of different asset types you can leave to your heirs.
Thu, Sep 12, 2024
Do Your Heirs Want an Inheritance?
Not everyone wants an inheritance. Discover the reasons why, plus some alternative ways to leave a legacy for your family.