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4 Estate Planning Techniques for Blended Families

It’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning complications that may lead to challenges in the courts after your death.

March 2018 Market Recap

Financial markets experienced a volatile opening quarter of 2018, however the underlying economic conditions appear to remain robust according to recent releases.

March 2018 Market Recap

Despite an equity-market selloff in February, global economic conditions remain strong. The U.S. economy grew 2.3% in 2017, a notable acceleration from 2016...

Investment Overview: 1st Quarter 2018

Financial markets experienced a volatile opening quarter of 2018, however the underlying economic conditions appear to remain robust according to recent releases.

IRA Rollover Deadline Waiver

If you receive a distribution from an employer plan (such as when you change jobs or retire) and you don’t roll over the funds into an IRA or new plan within 60 days, you can lose these benefits.

Power of Attorney Abuse: What to Do?

A financial power of attorney can be a valuable estate planning tool, but is susceptible to abuse by scam artists, dishonest caretakers, or greedy relatives. Here's what to do.

5 Estate Planning Tips for the Sandwich Generation

The “sandwich generation” are people who find themselves caring for both their children and their parents at the same time. In some cases, this includes providing parents with financial support.

February 2018 Market Recap

Despite an equity-market selloff in February, global economic conditions remain strong. The U.S. economy grew 2.3% in 2017, a notable acceleration from 2016...

Charitable Tax Deductions & IRS Rules

If reducing your taxable estate is an important estate planning goal, making lifetime charitable donations can help achieve that goal and benefit your favorite organizations...

January 2018 Investment Update

Preliminary estimates indicated that fourth quarter GDP expanded at a respectable rate of 2.6%, following robust growth of 3.2% in the third quarter.

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