David Haughton, JD, Team Lead, Advanced Planning
Avoiding Common Charitable Planning Mistakes: A Guide for Advisors
A poorly executed charitable giving strategy can undermine the impact of your clients' gifts. Brush up on common mistakes clients make and learn what you should advise them to do instead.
Helping Your Clients Plan for the Sunset of the TCJA
What do your clients need to do to plan for the sunset of the TCJA? Understanding the key tax code provisions headed for expiration is a good place to start.
Decoding Key Provisions in the SECURE 2.0 Act for Advisors and Their Clients
How could some of the key provisions in the new SECURE 2.0 legislation impact clients' financial plans? Hint: There's more than meets the eye.
How to Engage the Next Generation of Clients: Promote the Family Meeting
Regular family meetings can foster your clients' long-term goals and the next generation's engagement with your firm.
Benefit or Backfire: Navigating the Irrevocable Medicaid Trust
From family dynamics to tax implications, here’s what you and your clients should consider before implementing an irrevocable Medicaid trust.
How to Deal with the End of the Stretch IRA
The SECURE Act spelled the end of the stretch IRA. Now what? Learn 7 strategies for helping clients navigate this change.