News & Insights
Your Fiduciary Duty as a Trustee or Personal Representative: A Guide to Estate Responsibilities
September 26th, 2023
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By Jen Danko |
Financial & Retirement Planning |
Succession Planning |
Wealth Management |
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By: Jen Danko Being trusted and appointed to the role of a trustee or personal representative of an estate is a lot to comprehend. It comes with significant responsibilities and […]
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Evaluate Whether a Health Savings Account is Beneficial to You
September 26th, 2023
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Financial & Retirement Planning |
Wealth Management |
Affordable Housing |
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Education |
Employee Benefit Plans |
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With the escalating cost of health care, many people are looking for a more cost-effective way to pay for it. For eligible individuals, a Health Savings Account (HSA) offers a […]
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IRS Issues Guidance on New Retirement Catch-up Contribution Rules
September 11th, 2023
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Financial & Retirement Planning |
High Net Worth |
Wealth Management |
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In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping new law made some significant changes to so-called catch-up contributions, […]
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Inheriting Stock or Other Assets? You’ll Receive a Favorable “Stepped-up Basis”
July 13th, 2023
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Estate Planning |
Financial & Retirement Planning |
Tax |
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If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How do the rules work? Under the […]
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The Importance of Pre-Death Estate Planning
June 29th, 2023
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By Jen Danko |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Jen Danko Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning. […]