Keven DuComb, JD, Advanced Planning Consultant
How to Play Defense Against Potential Tax Hikes: Estate Planning Strategies
With several tax proposals gaining traction on Capitol Hill, these savvy strategies could provide timely protection for clients’ estate plans—for 2021 and beyond.
Family Matters: LGBTQ+ Estate Planning
From parentage rules to beneficiary designations, learn what the U.S. Supreme Court decision in the case of Obergefell v. Hodges means for LGBTQ+ estate planning.
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.