Your digital life holds more than just passwords and should be an important part of your estate planning. Read more about how these digital pieces of your life can factor into your plans and where to start: https://t.co/UOMkrE4Vqw
As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul: https://t.co/dNMWQcRn5d
After a loved one passes away, there are important actions to take to protect their legacy and your peace of mind. Learn how to navigate this difficult time with clarity: https://t.co/clYt8QFfM9
Gratitude can be good for your health, from lowering stress to improving heart health. Read more on the positive impacts of gratitude and how to build it into your every day.
Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting: https://t.co/5fdy1V8h0v
When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds: https://t.co/ZbVbXVe9Xc
For business owners, the right questions can turn your CPA into a more strategic partner. Explore how a stronger dialogue can reveal opportunities and reduce surprises:
A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions. https://t.co/637Wg9Aagh
The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals: https://t.co/LqljsM0Y6m
Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting: https://t.co/YSblj4oy0Q
For young millionaires, one of the savviest moves is assembling a team of trusted individuals to help you see risks as clearly as rewards. Read more: https://t.co/cnsceTUQhV
When it comes to purchasing property, technical refinancing can provide the liquidity you need now and the flexibility you'll want later: https://t.co/NwJCzFgVMP
In the wake of loss, giving back is among our first instincts. A donor advised fund can help meet the call to honor a loved one's legacy, simply: https://t.co/Kyu8lY6qul