Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Protecting Your Financial Legacy

    Robert Wheeler May 22, 2023

    There are a variety of ways life or long-term care insurance can help you prepare for life’s worst-case scenarios and help you preserve your financial legacy.

  • Estate Planning for Procrastinators

    Jay Guyer March 9, 2023

    Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.

  • Should you Consider a Spousal Lifetime Access Trust?

    Laura Medigovich March 1, 2023

    Couples may consider the use of a Spousal Lifetime Access Trust (SLAT) in order to leverage the current gift tax landscape through tax-efficient estate planning strategies. Read below to understand both the advantages and disadvantages of a SLAT.

  • Don’t procrastinate - establish your will

    Jay Guyer March 24, 2022

    Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.

  • Estate planning for the family of a child with special needs

    Martin Schamis March 22, 2022

    Parents of children with special needs are faced with unique considerations and choices when developing their estate plan.

Article Authors

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