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Business Ownership Drafting a succession plan now can help your business stand the test of time. As a business owner, you’ve invested so much into making your business successful – hard work, time, money, energy. It’s truly hard to imagine your business without you. But chances are there will come a day when someone else […]

Retirement & Longevity In 2020, The SECURE Act changed the IRA inheritance landscape – terrain that would shift again in 2022 with the passage of the SECURE Act 2.0. Over the summer, that new ground was firmed up as the IRS finalized regulations that will go into effect January 1, 2025. Here’s a look at […]

Estate & Giving The holidays are a time for family gatherings and celebrations, often evoking feelings of gratitude, compassion and community spirit. Giving thanks and exchanging gifts with family is a natural inspiration for generosity. But for high-net-worth individuals, the journey of giving extends far beyond the holidays. Philanthropy and charitable giving are key components […]

Retirement & Longevity Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can help ensure your long-term financial confidence. Update your beneficiaries […]