PRINT SHARE Share On Facebook Share On X Share On Linkedin Spousal Lifetime Access Trusts A Strategic Estate Planning Tool for Taxable Estates By Royce Ramey, CFA®, Co-Chief Executive Officer, Chief Investment Officer As an advisor working with ultra-high-net-worth...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Women and Wealth Navigating Life’s Transitions with Confidence and Clarity By Elizabeth Shabaker, CFP®, CDC®, Co-Chief Executive Officer Women today are a growing financial force, controlling more than...
PRINT SHARE Share On Facebook Share On X Share On Linkedin Choosing the Right Trustee, and Why it Matters By Royce Ramey, CFA®, Co-Chief Executive Officer Trusts are a powerful tool for families to transfer their wealth and help achieve other financial goals, such as...
PRINT SHARE Share On Facebook Share On X Share On Linkedin What the New Tax Legislation Could Mean for You One Big Beautiful Bill Act (OBBBA) Last week, Congress passed a comprehensive piece of tax legislation, referred to as the One Big Beautiful Bill Act (OBBBA)....
PRINT SHARE Share On Facebook Share On X Share On Linkedin Estate Planning Basics DOWNLOAD PDF An easy-to-understand introduction to help protect your assets and ensure your legacy. Estate planning is more than dividing assets—it’s creating a thoughtful strategy...
PRINT SHARE Share On Facebook Share On X Share On Linkedin The Foundations of Estate Planning DOWNLOAD PDF Although estate planning can be complex, a well-informed plan can make a big difference in what is left for your loved ones. Before you begin taking action on...
