-
From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking to for answers that advisors are uniquely suited to provide.April 1
-
A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.March 31
-
The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.March 25
-
Convenience accounts, power of attorney, trusts: The benefits and drawbacks are legion. Here's a guide.March 13
-
Filing at the wrong age and failing to take advantage of programs like spousal and survivor benefits are just a few common mistakes seniors make.February 26
-
Why do advisors focus so heavily on planning for a lifestyle change that may never happen?February 7
Director of PlanningLife Planning Partners
-
Advisors can protect clients’ estate planning goals post-Secure Act but the vehicle will have to change.February 6
-
Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.January 22
-
The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.January 7
-
To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.December 17
