
Insights
Category: Estate Planning

June 27, 2025
Diversified Estate Planning for LGBTQ+ Families
When it comes to estate planning, LGBTQ+ individuals may need additional considerations to ensure that their wishes are fully honored and protected. Given the variation in state laws and recognition, same-sex couples must continue to be conscientious and thoughtful when it comes to their estate planning efforts, and are highly encouraged to seek a competent [...]

Contributions from: Katie Quick, CFP®

June 20, 2025
Incorporating a “Die with Zero” Philosophy into Your Long-Term Financial Plan
Are you intrigued by the idea of maximizing life experiences and strategically spending your wealth while you’re able to enjoy it? If you’ve read Die with Zero: Getting all you can from your money and your life by Bill Perkins, you may be inspired to rethink traditional wealth accumulation. This book challenges the conventional mindset, encouraging individuals [...]


Contributions from: Heather Hamamoto, CFP®, CDFA®, Anne Marie Stonich, CFP®, CPA

June 6, 2025
Popular Trust Structures to Protect Your Wealth
Trusts are among the most powerful, common, and flexible legal tools used to protect wealth in the United States. Trusts can serve a variety of purposes, from minimizing estate taxes to shielding assets from creditors, predators, future ex-spouses, and oftentimes from beneficiaries themselves. You can use trusts to identify how you would like assets to [...]


Contributions from: Glen Goland, CFP®, JD, Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC

April 29, 2025
Bringing the Next Generation Into Your Financial Planning Discussions
Talking about money can be uncomfortable for many people; it’s taboo in our culture to reveal too much about our finances, often even with those closest to us. Additionally, discussions about money can generate strong emotions, or feel intimidating and overwhelming. But as parents become grandparents, retire, and begin thinking about building their legacy and [...]

March 10, 2025
Financial Preparedness for Families: What information should everyone in the family know?
Who manages the finances in your family? Do you share the responsibilities in your household, or is one individual mostly in charge? While every family is different, it’s not unusual to have a single person take the lead in managing the money for a family, often covering everything from budgeting to investing to estate planning. [...]



Contributions from: Katelyn Spangler, CFP®, Noel Sanchez, CFP®, Thanh Evoniuk, CPA, CFP®, MSF

November 13, 2024
Year-End Charitable Gifting Deadlines
As we near the end of the year, it’s time to wrap up year-end charitable giving. To ensure that your gift donations are processed by year-end, please follow the deadline guidelines below for Schwab and Fidelity brokerage accounts. Schwab Deadlines Type of gift/contribution Deadline requirement for 2024 tax deduction Mutual fund Schwab must receive letter [...]

October 29, 2024
Creating a Family Wealth Charter: Your Roadmap to Lasting Family Prosperity
Wealth is more than just money—it’s about security, opportunities, and legacy. But preserving and growing that wealth across generations requires a proactive plan. Enter the family wealth charter, a personalized document that lays out your family’s financial goals, values, and a structure for decision-making. It’s not just about handling assets, but about ensuring everyone in [...]


Contributions from: Kurt Biederman, JD, Patrick Corcorran

October 29, 2024
Long Term Care Planning
Whether you are part of the “sandwich generation” ― caring for both your kids and your parents ― or you are aging yourself, eventually some form of long-term care may be necessary in your family. Morningstar reports that 70 percent of those who turn 65 will need long-term care at some point in their lives, [...]

Contributions from: Vonie Bright, CFP®

August 13, 2024
10 Essential Skills for Trustees
Being appointed as a trustee is a significant responsibility that requires a blend of financial acumen, ethical judgment, and interpersonal skills. Trustees are “entrusted” with the task of managing and administering the assets of a trust in the best interests of the beneficiaries. Whether you are overseeing a family trust, a charitable trust, or a [...]

Contributions from: Hilary Massee Clark
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