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.

  • 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.

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

    Laura Medigovich February 9, 2023

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease in the established limit in 2026, we’re taking a look at a few strategies for consideration, in order to leverage this unique situation through tax-efficient wealth transfer.

  • Bits and Bytes in Your Estate Plan

    Jay Guyer March 24, 2022

    Technology has brought upon us a variety of 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.

  • 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.

  • Which type of special needs trust is right for you?

    Jay Guyer February 3, 2022

    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.

  • Why Proper Account Titling is Vital for Your Estate Plan

    Jack Cintorino January 21, 2022

    The way your assets are distributed into accounts, and, specifically, the way those accounts are titled, can directly affect your estate plan. This article explores the importance of proper account titling and its impact on your estate plan.

  • A family conversation on estate planning

    Martin Schamis January 14, 2022

    Estate planning can be difficult. For many of us, the first hurdle in developing a sound estate plan is coming to grips with our own mortality. Estate planning forces you to accept the inevitability of your own demise, as well as the possibility of your eventual incapacity or disability.

  • Why use life insurance in estate planning

    December 23, 2021

    Conversations about estate-tax planning and life insurance often go hand-in-hand. Why? Because life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity.

Article Authors

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