Keven DuComb, JD, Advanced Planning Consultant
Tax-Efficient Timing for Wealth Transfer Strategies
Looking for tax-savvy wealth transfer strategies? Current regulatory and market conditions present unique reasons to revisit estate planning and gifting.
Pandemic Shines Spotlight on Importance of Estate Planning
In a world undergoing so much uncertainty and change, the importance of estate planning has come to the fore.
When Students Go Off to College: Financial Planning for Empty Nesters
These tips on financial planning for empty nesters cover powers of attorney for college students, 529 plans, UTMA accounts, and new ways to save money.