Article How Do Interest Rates Impact Your Estate Plan? By Andrew Busa — September 21, 2023 When signed into law in December, Americans faced upward of 100 Secure Act 2.0 revisions to retirement plans spread over the next decade—it’s a lot to absorb.Read Morekeyboard_arrow_right
Article Having Money Conversations With Your Kids July 7, 2023 Clients tell us they worry about how wealth will impact their children. Some fear that being open about wealth may have a negative effect on their kids’ ambition and work ethic. Yet transparency and having money conversations with your kids are an important part of estate planning and wealth preservation. And it … Read Morekeyboard_arrow_right
Article Tax-Proof Your Estate With the DSUE May 30, 2023 At Adviser, we think the deceased spousal unused exclusion (DSUE) is one of the most important and least known financial planning tools.Read Morekeyboard_arrow_right
Article Guide to Charitable Remainder Trusts May 22, 2023 Understanding the difference between charitable remainder unitrusts and charitable remainder annuity trusts can help your legacy.Read Morekeyboard_arrow_right
Article Charitable Remainder Annuity Trust vs. Charitable Remainder Unitrust May 10, 2023 Understanding the difference between charitable remainder unitrusts and charitable remainder annuity trusts can help your legacy.Read Morekeyboard_arrow_right
Article Thinking Early About Legacy Planning May 1, 2023 At Adviser, legacy planning begins further upstream—ideally as soon as we create your first financial plan.Read Morekeyboard_arrow_right
Video The Basics of Inherited IRAs By Andrew Busa — February 14, 2023 Manager of Financial Planning Andrew Busa explains changes to the rules surrounding Inherited IRAs following the passing of the SECURE Act.Watch Nowkeyboard_arrow_right
Article Family Legacy Wealth Plan: 3 Must-Have Conversations With Adult Children January 11, 2023 If you’re coordinating your family legacy wealth plan, be sure to have these three conversations with your adult children.Read Morekeyboard_arrow_right
Article Secure Act 2.0 and Your Retirement By Andrew Busa — January 3, 2023 Three years after the Secure Act introduced major updates to the U.S. retirement system, modifications are on the way in Secure 2.0.Read Morekeyboard_arrow_right
Article Keeping Real Estate in the Family With Qualified Personal Residence Trusts By Andrew Busa — December 27, 2022 A qualified personal residence trust (QPRT) is an irrevocable trust that allows you to pass a home to the next generation in a tax-friendly manner during your lifetime.Read Morekeyboard_arrow_right