Tag 'Estate Planning'
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FamilyGive the Gift of Education This Holiday SeasonConsider these strategies when gifting to your children or grandchildren—the gift of education—through a 529 plan. -
FamilyNext Generation Gifting ConsiderationsAs you consider gifting options, ask yourself how you would like financial gifts made to children or other family members to be used. -
Personal FinanceFinancial Planning for 2023Fall back on these financial planning habits to end 2023 strong. -
Personal Finance5 Things You May Not Know About 529s (But Should)They're tax friendly, flexible and available to anyone—yet 529 education savings plans are still underused. -
Personal FinanceWhy Having a Goal Is Key to InvestingWith a clear goal in mind, investors can create a realistic plan for achieving their objectives within a certain time frame. -
Personal FinanceA Simple Six-Step Retirement CheckupGiven the ever-changing state of the markets, checking in on your retirement plan may make a lot of sense. -
Personal FinanceWhy Advice MattersGoing it alone can be difficult. Learn how a Financial Advisor can work with you to build a wealth plan that helps you reach your goals. -
FamilyHelping a Loved One Buy a HomeRecord-high prices, rising mortgage rates and high inflation are all obstacles for potential new homeowners. Learn how you can help a loved one break into a tough market. -
Personal FinanceFive Mistakes to Avoid in RetirementHow you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations. -
Personal FinancePreparing for the Transaction of a LifetimeSelling a business should be the reward for years of entrepreneurial savvy and hard work. Here’s how to make the process go smoothly. -
WatchVIRTUAL EVENTSmyGemma series: Luxury HandbagsLearn about selecting and collecting luxury handbags.Watch Now -
WatchVIRTUAL EVENTSmyGemma Series: Luxury WatchesLearn about collecting luxury watches.Watch Now -
Giving BackCreating Your Philanthropic Mission StatementWhat are the values that drive you? What matters most? -
FamilyA Time of Transition: You’ve Been Named Executor of a Parent’s WillHere are some key guidelines. -
Personal FinanceTying the Financial Knot: Money and MarriageWhat to consider when it comes to marriage and money. -
FamilyAre We Rich? Talking With Kids About Money in the Digital AgeMost families would benefit from talking about family wealth a good deal more. -
FamilyThe Cost of Superstition: Picasso's Cautionary TaleA lack of planning can leave your heirs with more questions than answers. -
FamilyTo Prenup, or Not to Prenup?Navigating sensitivities to protect your family's best interests. -
FamilyAre You Ready for Your Digital Afterlife?We know to make sure our heirs can access our online bank accounts, but what about the rest of our digital selves? -
FamilyThe One Conversation You Should Be HavingTake these steps to ensure you have trusted decision-makers in place should you—or your parents—become incapacitated.