Planning
A solid plan accounts for all of your financial needs—both today and in the future.
These resources are designed to help you make well-informed decisions on a variety of financial management topics.
Financial Strategies
In today’s busy world, it’s not always easy to focus on the future. These forward-looking commentaries offer advice to help keep you on the right track.
- The Importance of a Will
- How to Talk About Money with Your Family
- Long-Term Care Insurance
- Key Financial Documents for Life’s “What if” Situations
Medicare Surtaxes – 2013 and Beyond (228 KB White Paper)- Social Security Benefits (405 KB White Paper)
- Powers of Attorney (211 KB White Paper)
- Financial Planning For Unmarried Couples (263 KB White Paper)
- PDF files require Adobe Reader, which can be downloaded for free.
Business
Running a small business can be all-consuming. These articles can help you start thinking about how to make a successful transition when the time comes.
Trusts & Estates
Properly prepared trust accounts can be an excellent way to provide for your family and protect your assets.
- Charitable Remainder Trusts (205 KB White Paper)
- Charitable Giving (175 KB White Paper)
- Qualified Personal Residence Trust (186 KB White Paper)
- International Estate Planning (246 KB White Paper )
- Special Needs Trusts and Government Benefit Programs (256 KB White Paper )
- Charitable Lead Trusts (243 KB White Paper )
- Grantor Retained Annuity Trusts (324 KB White Paper )
- Wealth Magazine: Irrevocable Life Insurance Trusts and the Power of Gifting
- Wealth Magazine: Special Needs Trust: An Important Planning Tool
- Wealth Magazine: The Incentive Trust
- Durable Power of Attorney
- Organizing Your Financial Information
- PDF files require Adobe Reader, which can be downloaded for free.
