Estate Planning

Learn about estate planning.

How to Make Tax-Efficient Gifts When Estate Planning

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Apr 03, 2023 The IRS Has Rules on How Much Money You Can Freely Share With Others

Read More

Estate Planning Beyond Wills and Trusts

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Sep 15, 2022 Pandemic Highlights the Need for a Living Will and Durable Powers of Attorney

Read More

Even With a Trust, You Will Still Need a Will

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Apr 22, 2022 Find out what living trusts are and how they work. Living trusts are being used as an important tool in your estate-planning kit. 

Read More

Do I Really Need an Estate Plan?

Mar 31, 2022 If You Don’t Name Your Heirs, a Court Will

Read More

Planning for Possible Incapacity

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Mar 09, 2022 The centerpiece of any estate plan and often the most difficult is deciding which people you can trust.

Read More

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

Read More

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.

Read More

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.

Read More