News & Articles

You may have made a giant estate planning mistake without even knowing it — forgetting to update the names of your beneficiaries for your employer-sponsored retirement plans, IRAs, life insurance policies, mutual funds, bank accounts, brokerage acc… Read More

Prepaid college tuition plans are no longer the surefire solution to runaway tuition costs they once seemed. The mostly state-sponsored plans were designed as a way to save for college by locking in at least a portion of future tuition at today'… Read More

Every adult, no matter your age or net worth, needs an estate plan. An estate plan is made up of one or more documents such as a will, trust and/or beneficiary designation form that control who will pay your final expenses and distribute your assets… Read More

“Reports indicate that elder financial exploitation is a growing problem,” said Jenefer Duane, a senior program analyst with the national Office of Financial Protection for Older Americans. “I know you see this in your daily work — elders vic… Read More

More than half of Canadians know that not talking about estate planning could result in potential conflict among family members after the death of a loved one. According to a report from BMO Wealth Institute, Canadians list conflict (54%), unpleasant… Read More

A new academic study suggests taking life expectancy into account when estate planning. In the paper, three economists from the Center for Retirement Research (CRR) at Boston College found that folks who expect to live longer plan, on average, to wor… Read More

As we spend more of our lives online — banking, collecting credit card rewards points, playing virtual reality games, creating photo albums, emailing, tweeting — it's increasingly important to consider how beneficiaries can access th… Read More

Congress passed the alternative minimum tax (AMT) some 45 years ago because some wealthy families were legally using so many deductions and tax breaks that they were paying no federal income taxes at all. Talking about the AMT gets about the same res… Read More