Our Resources

September 19, 2023

Strategies for Effective Gifting to Family Members

To make the most of your gift, you’ll need to plan for the potential tax consequences and how the gift fits in with your overall financial goals and estate plan.

January 02, 2023

Ring in the New Year with a Fresh Look at Your Financial Plan

As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.

December 19, 2022

How to Share Your Values with Legacy Letters

Knowing your values is a big part of the financial planning process. Articulating them in a letter is a way to make sure your intangible assets are remembered.

September 26, 2022

5 Reasons Your Financial Advisor Should Review Your Will

Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.

June 27, 2022

Managing Your Digital Legacy

We are all familiar with the benefits estate planning can provide. Yet, an often-overlooked part of estate planning is defining how our heirs should manage our digital assets after we pass or become incapacitated.

August 18, 2021

Gifting Money? Develop a Plan

If you are thinking about sharing assets during your lifetime with family and heirs, start by getting acquainted with some planning implications to consider around current gift and estate tax rules.

June 02, 2021

3 Estate Planning Tips for Same-Sex Couples

A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.

June 03, 2020

What Illustrating Your Wealth Transfer Plan Can Show You at a Glance

One tool to potentially enhance your wealth transfer plan’s effectiveness, is to create a simple, visual representation of where your assets will flow.

April 22, 2020

Stuff to do While Quarantined: Fill out Your Estate Planning Inventory

February 20, 2020

Educate Your Heirs

Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically.

November 06, 2019

Living a Life Worthy of a Legacy at Any Age

Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don't have to wait on an estate to forge a legacy.

September 30, 2019

The Foundational Aspects of Planning Your Legacy

Elliot Dole explores how taking the emotional risk to truly begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values.

August 08, 2019

Money and Marriage: The Financial Plan for Marital Bliss

Marriage means saying "I do" to a shared financial life. To help you and your future spouse get on the same page about where you stand, Associate Wealth Advisor Kurt Wunderlich lays out what to cover in a frank and open conversation regarding money.

September 26, 2018

Establish an Estate Plan Aligned with Your Objectives: What Is a Living Will?

One key element of a comprehensive financial plan is a proper estate plan. Tom Bodin digs into one important aspect of the estate-planning process, specifically, the creation of a living will.

September 13, 2018

What Is a Springing Power of Attorney and Why Do I Need One?

The majority of people are familiar with the general power of attorney, but a springing power of attorney can be another option you may decide to utilize in your estate plan.

August 29, 2018

What Are a Good Estate Plan’s Essential Elements?

Establishing a solid estate plan is critical regardless of you age, health or wealth. Michael McAninch discusses the documents that make up a good plan and what to consider when creating each.

May 31, 2018

Integrating Investment, Tax and Legacy Strategies

Wealth Advisor Sue Stevens explores what you need to consider as you move out of your working years, through retirement and plan a legacy.

April 20, 2018

Why Reviewing Your Account Beneficiaries Matters

Buckingham's Connie Brezik on why it's so important to ensure your beneficiary designations align both with your wishes and the provisions in your will or trust.