In The News

Estate Planning and the Autopen Debate

Depending on what side of the political aisle you sit on, the Biden autopen story might be either a low political blow or a legitimate topic of debate.

What to Do When Someone Is Contesting a Will

If someone contests a will, there are steps both the beneficiaries and the executor (the person named to carry out the terms of the will) can take.

How Charitable Remainder Trusts Fit into an Estate Plan

A charitable remainder trust is an estate planning tool that blends philanthropy with financial strategy, allowing you or your beneficiaries to receive income for a set term while remaining assets eventually go to a charity.

How to Use an Annuity in Your Individual Retirement Account

Qualified Longevity Annuity Contracts (QLACs) offer people one way to manage their income, reduce risk, and preserve the dream of a comfortable retirement.