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.

  • Don’t Procrastinate – Establish Your Will

    Jay Guyer March 14, 2024

    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.

  • Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    Laura Medigovich February 23, 2024

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease of this limit in 2026, here are a few strategies to help leverage this unique situation through tax-efficient wealth transfer.

  • Should you Consider a Spousal Lifetime Access Trust?

    Laura Medigovich February 23, 2024

    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.

  • Estate Planning for Procrastinators

    Jay Guyer January 19, 2024

    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.

  • Estate Planning for the Family of a Child With Special Needs

    Martin Schamis December 14, 2023

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

  • Why Proper Account Titling Is Vital for Your Estate Plan

    Jack Cintorino September 29, 2023

    The way your assets are distributed into accounts, and, specifically, the way those accounts are titled, can directly affect your estate plan.

  • Bits and Bytes in Your Estate Plan

    Jay Guyer September 27, 2023

    Technology has brought us various conveniences and efficiencies—but have you thought about how it could affect your legacy and beneficiaries? This article explores the importance of a comprehensive estate plan, including your digital assets.

  • Does Your Buy-Sell Agreement Need a Check-Up?

    Jay Guyer September 13, 2023

    Life proves over and over that it is full of uncertainties.

  • Which Type of Special Needs Trust Is Right for You?

    Jay Guyer August 25, 2023

    There are two types of Special Needs Trusts (SNTs): first-party and third-party SNTs. Which type makes the most sense for you to use depends upon whose property is funding the SNT.

  • Can You Benefit From a Qualified Personal Residence Trust?

    August 2, 2023

    If you are planning your estate and realize that your primary or other residence significantly impacts the total value of your estate, leveraging a qualified personal residence trust (QPRT) could help reduce exposure to taxes.


Article Authors

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