Estate Planning
Your Property, Your Legacy: How to Protect Real Estate in Your Estate Plan
Learn how to protect your property in an estate plan using trusts, TOD deeds, and tax-smart strategies to avoid probate and reduce inheritance taxes.
Learn how to protect your property in an estate plan using trusts, TOD deeds, and tax-smart strategies to avoid probate and reduce inheritance taxes.
When Congress enacted the “One Big Beautiful Bill” Act, it was quickly labeled as one of the most significant tax break for seniors in American
Learn how to protect your retirement portfolio from currency fluctuations and commodity price swings using smart hedging and diversification strategies.
Discover how the One Big Beautiful Bill may impact your retirement taxes, Social Security benefits, and key strategies to optimize your financial future.
Stay active in body and mind to safeguard health, trim medical costs, and enjoy vibrant, fulfilling, financially resilient retirement years.
Discover how a health savings account (HSA) offers triple tax benefits and can become a powerful tool in your retirement strategy.
Learn how phantom stock, SARs, and LTIPs can align executive performance with growth—without giving up equity or control in your private company.
Explore executive compensation strategies like deferred comp and SERPs to retain top talent, improve tax outcomes, and support long-term business goals.
Learn how directed trusts offer control, flexibility, and peace of mind in estate and retirement planning—especially for business owners and HNW families.
Explore entity conversions, ownership shifts, and holding companies to streamline operations, spark growth, and safeguard your business and family wealth.
Insightful articles that reflect our low-cost, "stay the course" investment philosophy.
Free videos that cover complex topics in an easy-to-digest explainer style.
