Senior Wealth Advisor Brian Niksa, CFP® authored the article, “Account Titling: An Often-Overlooked Detail” published by Forbes.
Read MoreIt’s important that high-net-worth individuals, families and businesses proactively plan for the estate and gift tax sunset coming in 2025. There are strategies we’ll consider to protect your wealth.
Read MoreYou’re never too young for an estate plan, as it’s an essential component of your financial plan. It’s also not a one-and-done activity. There are key life events that should trigger an estate plan review.
Read MoreThere's a lot that goes into naming beneficiaries for your 401(k), IRA and life insurance policies, especially if you're a high-net-worth individual. In the event you don't name beneficiaries, you risk putting your estate into probate.
Read MoreNaming a trust as a beneficiary on your retirement accounts comes with benefits when the right language is used. We explain the key factors to consider when drafting beneficiary designations.
Read MoreAs we build your balance sheet to achieve financial independence, we need to ensure you’ve considered what might happen to those savings when you pass away. One key action in this process is designating a beneficiary.
Read MoreWhen someone we care about passes away, everything can get chaotic quickly. If you’re responsible for someone’s estate, the logistics only add to the overwhelm. From a financial perspective, there are some important things to consider.
Read MoreLearn about upstream gifting: when you give assets to family members older than you. The opposite of leaving an inheritance, upstream gifting has some advantages worth considering.
Read MoreEstate planning is like an orchestra. Each instrument, while impressive on its own, fulfills a unique purpose. When combined, these “instruments” can create a masterpiece.
Read MoreLet’s face it—thinking about what happens after we pass away is not the most pleasant subject to consider. And understandably, it tends to get pushed to the bottom of our agenda when it comes to the conversations we have with our loved ones.
Read MoreIt is nearly guaranteed you will see at least one billboard advertising legal services when you drive on a highway these days.
Read MoreAs the proverbial phrase goes, “You can’t have your cake and eat it, too.” In life, it is often difficult, if not impossible, to have the best of both worlds.
Read MoreOften times when most of us think of a trust document, we tend to associate them with wealthy individuals who use them to pass their wealth onto their children or grandchildren.
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