Irrevocable Trusts for Estate Planning
Irrevocable trusts can control how assets are distributed and manage the tax burden on beneficiaries. The main types, benefits, and trade-offs explained.
Insights
Estate Planning
Wills, trusts, charitable giving, and passing wealth to the people and causes you care about. Control versus tax savings is the central tension in estate planning. Irrevocable strategies save tax but give up flexibility.
Estate Planning for Business Owners: 9 Steps to Get Started
If you don’t have a succession plan, you’re not alone: 64% of business owners over the age of 50 haven't made one.
A Guide to Qualified Charitable Distributions
A qualified charitable distribution lets IRA owners age 70½ or older give up to $111,000 (2026 limit, indexed) directly to charity and count it toward their RMD without adding to taxable income.
Considering Estate Planning? Here's Your Checklist
A practical estate planning checklist: wills, trusts, beneficiary designations, powers of attorney, and how the $15 million federal exemption (2026) fits in.
Talk with a CFA and a CPA/PFS, CFP® about your situation
A free introductory meeting, no obligation. Financial planning is included as part of the investment management fee, so there is no separate planning charge.