Planning for Incapacity
Our experts take a broad look at planning for incapacity in the case of an elderly investor who has been diagnosed with the early signs of dementia.
How an Inheritance Affects Your Financial Plan
Our experts discuss a case study of a family who received an influx of cash through an inheritance. They discuss the importance of a financial plan before spending a dime.
Prepaid Funeral Arrangements Can Have Grave Consequences
If you are pre-paying for funeral expenses, there are several areas to address before agreeing to the arrangement. We explain in this week’s Financial Tip.
Estate Reduction Ensuring Wealth Transfer to Heirs
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights ways to reduce your estate if it exceeds the federal exemption amount. Read the Article
Estate Reduction and Transferring Wealth
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
Estate Planning for a Second Marriage
Money is a major cause of stress in any marriage, but it can be especially so in a second one. We explain in this Financial Tip.
In the News: Age Not Only Asset Allocation Factor
There is no standard rule to asset allocation that is right for everyone. We explain in today’s Marietta Daily Journal.
Donor-Advised Funds and Family Foundations for Charitable Giving
Our experts discuss the difference between a donor-advised fund and a family foundation for families who want to establish a legacy of charitable giving.
Accidentally Disinheriting Heirs
By failing to make our update your Will, you may be accidentally disinheriting your heirs. Learn more in this Financial Tip.
Income In Respect of a Decedent
Income in respect of a decedent is taxed on the estate’s income tax return, or passed through to the beneficiary, to be taxed on the beneficiary’s income tax return.