Irrevocable Trusts for Estate Planning
Understand irrevocable trust trade-offs: control, estate inclusion, cost basis and benefits eligibility, plus how investments fit the legal plan.
Insights
Estate Planning
Wills, trusts, charitable giving, and passing wealth to the people and causes you care about. Estate decisions can involve trade-offs among control, flexibility and taxes. We explain the questions to discuss with your attorney and tax preparer.
Estate Planning for Business Owners: 9 Steps to Get Started
Nine estate planning considerations for business owners, from succession and valuation to connecting family finances with the transition.
A Guide to Qualified Charitable Distributions
How eligible IRA owners can use a QCD for charitable giving, meet an applicable RMD and coordinate the 2026 $111,000 annual exclusion limit.
Considering Estate Planning? Here's Your Checklist
Review wills, trusts, powers of attorney and beneficiaries, then coordinate your estate documents with your investments and personal financial plan.
Talk with a CFA about your situation
A free introductory meeting, no obligation.