Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

 

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A timeline covering a few of the major provisions of the SECURE Act 2.0.

Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.