Why Updating Beneficiaries is Crucial After Life Changes
Estate planning isn’t just about creating a will—it’s about ensuring your wishes are honored. Discover why keeping your beneficiary designations current matters and how to avoid potential pitfalls in your estate plan.
Beyond Inheritance: The Executor’s Essential Role in Settling an Estate
Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and estate planning attorney Arun Gupta to break down a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor.
Estate and Tax Planning in a Changing Political Landscape
Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
Avoid Financial Isolation: A Plan for Surviving Spouses
The “Henssler Money Talks” hosts advise a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
If You Don’t Have a Will Yet, Why Not?
Think having a will can wait? 64% of Americans agree it’s important, but only 32% have one. We look at four common reasons people put it off—and why now is the perfect time to start your estate planning.
It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 has brought major changes to how IRA and retirement plan assets are distributed to beneficiaries. Understanding RMDs, RBDs, and the distinctions between EDBs and DBs is crucial for navigating these changes.
Relief for Certain RMDs from Inherited Retirement Accounts for 2024
The IRS has announced relief and guidance for certain RMDs from inherited retirement accounts for 2024.
From Treasure to Burden: The Challenges of Inheriting Material Wealth
Estate planning attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most problematic assets to leave to heirs and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they may receive.
Naming Your IRA Beneficiary – More Complicated Than You Might Expect
Planning your IRA beneficiary is crucial! Ensure your assets go where you intend them to. Periodically review your IRA beneficiaries to align with changing circumstances.
The Role of Irrevocable Life Insurance Trusts in Estate Planning
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the generous estate tax exemption limits expire and revert to 2017 levels.