Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    Laura Medigovich February 26, 2025

    The estate and gift tax exemption limit is currently at a historical high. Here are a few strategies to help leverage this unique situation through tax-efficient wealth transfer.

  • A Family Conversation on Estate Planning

    Martin Schamis February 10, 2025

    While having a family conversation about your estate plan may be uncomfortable, it can help avoid surprises, lead to better financial planning, and help you develop a long-lasting family legacy. Here’s how to get one started.

  • Choosing a Corporate Trustee

    Jack Cintorino February 10, 2025

    You've decided that a trust will help you accomplish your financial goals. Is a corporate trustee right for you?

  • Estate Planning for Procrastinators

    Jay Guyer February 5, 2025

    Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.

  • Protecting Your Financial Legacy

    Robert Wheeler January 15, 2025

    There are a variety of ways life or long-term care insurance can help you prepare for life’s worst-case scenarios and help you preserve your financial legacy.

  • Should you Consider a Spousal Lifetime Access Trust?

    Laura Medigovich January 15, 2025

    Couples may consider using of a Spousal Lifetime Access Trust (SLAT) in order to leverage the current gift tax landscape through tax-efficient estate planning.

  • Why Use Life Insurance in Estate Planning

    December 6, 2024

    Life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity.

  • Optimize Wealth Transfer With Annuity Maximization

    September 20, 2024

    Annuity Maximization is a strategy that moves assets from an existing annuity to fund a life insurance policy. This can potentially increase the amount of money you leave to your heirs.

  • Leave a Larger Legacy Using IRA (RMD) Maximization

    May 30, 2024

    If you don’t require the income from your annual IRA required minimum distributions (RMDs), you can reposition these distributions more tax-efficiently—and create more wealth for your heirs.

  • Don’t Procrastinate – Establish Your Will

    Jay Guyer March 14, 2024

    Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.


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