News & Resources
Dec 21 2015
You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs as you intend, you must make the proper arrangements now.
Dec 11 2015
Understand how trusts can help you accomplish your estate planning goals
Nov 30 2015
Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio.
Sep 25 2015
You may enjoy significant income tax and estate tax savings with a properly structured gifting program. To understand the tax advantages of making lifetime gifts, you must understand what constitutes a gift and how it is taxed.
Sep 04 2015
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.
Aug 15 2015
If you're self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future.
May 19 2015
Lifetime giving allows you the immediate satisfaction of seeing the recipient (the donee) enjoy your generosity. For many people, this is the most important reason for gifting.
Mar 14 2015
Five estate planning documents you may need, regardless of your age, health, or wealth.
Oct 23 2014
The S&P 500 Stock Index has gained 8.3% through the end of September so far this year, including dividends, and the Barclays Intermediate U.S. Treasury Bond Index increased by 1.6% as interest rates in 2014 have slightly decreased.
Aug 19 2014
When it comes to investing in bonds, one of the first factors to consider is yield. But what exactly is "yield?" The answer depends on how the term is being used.