What Is an Intentionally Defective Grantor Trust?
A look at the estate tax advantaged trust, the Intentionally Defective Grantor Trust.
Insurance Basics: Liability Insurance
If your clients need extra liability coverage, this article will advise them of how to make sure they’re properly covered.
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
End-of-the-Year Money Moves in 2022
Here are some things you might consider before saying goodbye to 2022.
Estate Planning: Living Trusts
Considering creating a trust for your family? Christi Shell, Certified Wealth Strategist®, covers what to think about and what to consider as you create a trust.
Retirement Strategy: How Much Should I Save?
The answer to "How much?" varies from individual to individual. An overview of how to calculate the size of your retirement.