Estate Planning

Learn about estate planning.

Stacking Up Money? Who's the Beneficiary?

by Matt Mondoux, CFA, CFP, CMT Mar 11, 2021 Growing Families Especially Need to Stay on Top of Estate Planning

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Properly Preparing for the Exorbitant Cost of Long-Term Medical Care

by David T. Phillips Jun 12, 2019 Have you taken any steps to shield your investments from a long-term care event? Learn why long-term care insurance is important part of your estate plan.

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Using the IRS Gift Allowance in Estate Planning

by David T. Phillips Apr 02, 2019 Learn the benefits of this basic, but powerful, tax-free estate planning strategy.

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