As more defined contribution plan sponsors consider whether to add a lifetime income option, questions arise on whether plans should include annuity payout options as part of their default. A recent ...

This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it ...

Medicaid preplanning is the opposite. Instead of scrambling when care is needed immediately, preplanning involves protecting assets years in advance, allowing the individual to qualify for Medicaid ...

As a $90 trillion Great Wealth Transfer looms, more Americans say they are preparing to leave a financial legacy, yet fewer expect to receive one themselves.

While OBBBA 2025 has temporarily stabilized the federal estate and gift tax landscape, history suggests that tax laws are ...

Deferred contracts are not new for Major League Baseball but Bobby Bonilla’s stands out above the rest. Every July 1, Bobby ...

The goal? To give yourself the financial freedom to live life on your own terms – to travel, enjoy hobbies, and make new ...

Gen Z now leads all age groups regarding their intention to pass on wealth (39%) while 30% expect to receive one. Millennials ...

Charlotte, 54, was recently diagnosed with Stage 4 cancer, which means the disease has spread to other parts of her body. She ...

Trust Structures In Action Advanced estate planning tactics can help families lock in today’s high exemption levels while supporting long-term legacy goals. A thoughtful mix of strategies can both use ...

There is a two-step process under the SECURE 2.0 Act for increasing the age at which RMDs become necessary. Step 1: Beginning ...

Traditional wills alone often fall short when protecting substantial assets and ensuring a smooth transfer to future ...