Debt After Death: What Happens to Debt When Someone Dies?

By Broadridge Advisor Solutions
Posted on March 28th, 2025

Losing a loved one is never easy. In addition to the emotional challenges you may face, you might also be worried about what will happen […]

Learn More

If You Don’t Have a Will Yet, Why Not?

By Broadridge Advisor Solutions
Posted on September 25th, 2024

A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling […]

Learn More

Maximize Your Tax Savings by Utilizing a Health Savings Account

By Anne Zavaglia
Posted on July 12th, 2024

Health savings accounts (HSAs) are available to those who participate in a high-deductible health plan. HSAs are tax-advantaged accounts that offer tax savings now and […]

Learn More

Superfunding 529 Plans to Reduce Your Estate and Taxes

By Anne Zavaglia
Posted on July 12th, 2024

529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]

Learn More

Charitable Giving Can Be a Family Affair

By Mark Fissel
Posted on November 30th, 2021

As families grow in size and overall wealth, a desire to “give back” often becomes a priority. Cultivating philanthropic values can help foster responsibility and […]

Learn More

Tips for Managing an Inheritance

By Mark Fissel
Posted on July 29th, 2021

As the beneficiary of an inheritance, you will likely be faced with making important decisions during an emotional time. Short of meeting any required tax […]

Learn More

Considerations When Making Gifts to Children

By Mark Fissel
Posted on June 1st, 2021

If you make significant gifts to your children or someone else’s children (perhaps a grandchild, a nephew, or a niece), or if someone else makes […]

Learn More

Changes In Store for Estate & Gift Tax Planning

By Anne Zavaglia
Posted on May 3rd, 2021

By Anne Zavaglia, CFP® & Clint Edgington, CFA There are several bills that have been introduced in the Senate that would have a serious impact […]

Learn More

Is It Time to Review Your IRA Estate Planning Strategies?

By Mark Fissel
Posted on February 27th, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included […]

Learn More

SECURE Act Can Have Big Impact on your Estate Plan & Trusts

By Anne Zavaglia
Posted on January 30th, 2020

Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have […]

Learn More