Our Resources

October 21, 2024

Romance in Retirement: Financial Considerations When Marrying Later in Life

Marrying in retirement may come with tax, estate planning and financial ramifications.

August 12, 2024

Top Estate Planning Mistakes to Avoid

A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.

June 07, 2024

Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes

Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.

May 22, 2024

7 Critical IRA Errors to Avoid

Chief Planning Officer Jeffrey Levine shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.

May 20, 2024

Should You Hire a Professional to Manage Your Trust?

If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.

April 08, 2024

Caring for Aging Parents: The Essential Planning Guide

In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.

February 12, 2024

5 Financial Planning Tips for Welcoming a Baby

When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.

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.

August 23, 2023

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 20, 2023

Planning for Incapacity: Options for Managing Your Finances

In this interactive workshop, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.

May 02, 2023

Buckingham Connects Quarterly Webinar: April 2023

Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

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.

May 20, 2022

Pride Month: How to Build Your LGBTQ Financial Plan

It’s almost LGBTQ+ Pride Month, and there’s no better way to celebrate than taking pride in your financial life! Buckingham’s Ryne Vickery shares five steps to help same sex couples create a wealth plan and get on the path towards financial freedom.

September 20, 2021

Are You a Smaller, a Baller, or an Aller?

One of the best ways to mitigate uncertainty around what federal estate taxes will look like in the future is to use today’s exemption amount now, while it’s here. Read on to understand how proposed changes to the tax rules could affect you, and what steps can help put you and your family in the best possible position to weather any changes.

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.

August 09, 2021

Pandemic Pivots: Questions to Ask Yourself About 7 Planning Topics

Has the pandemic and its fallout led you to reevaluate what you want from the future? While any changes to a holistic financial life plan in response to these events will look different for everyone, a few common themes have surfaced that are worth exploring.

March 06, 2021

Who Manages Your Money After Death?

In the simplest situations, after your death, you leave your money outright to your spouse if he or she is living. Then, when your spouse passes, they leave the remaining money to your children. This assumes a straightforward family scenario, perhaps with only one marriage involved. Ideally, everyone is experienced with money management, has happy and stable relationships themselves, and there are no major personal issues to worry about.

June 29, 2020

Have a Conversation, for You and Your Family

Health issues can emerge suddenly and without notice. Making sure you and your family are prepared for these situations – now and in the future – is an act of kindness.

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

March 26, 2020

Maximizing Outcomes by Reducing Taxes Over Your Lifetime

There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize those first three buckets and minimize the last one.

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.