Your Guide to Modern Estate Planning

Your Guide to Modern Estate Planning

We live in a world where change rules. Whether it’s the nature of the economy or the shape of the modern family, society is evolving, and the way we plan for our future will need to evolve too. That’s why estate planning — for everyone, no matter who you are —...
Long-Term Care Insurance: Pitfalls and Advantages

Long-Term Care Insurance: Pitfalls and Advantages

The cost of long-term care has risen materially over the past few decades, creating financial hardship for millions of aging Americans and their families. As the cost of care continues to increase, so too does the need for a sound strategy for managing these potential...
The Vital Importance of IRAs

The Vital Importance of IRAs

We have published this Navigator at this same time each of the past several years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior to the tax filing deadline. Given the vital nature of this topic,...