Smarter You - Estate Planning
by Brandon Miller on Mar 25, 2024
Click below to check out the presentation from our most recent Smarter You series focused on Estate Planning!
Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg
by Brandon Miller on Nov 1, 2023
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
IRS Changes Inheritance Rules: Protecting Your Legacy
by Brandon Miller on Oct 11, 2023
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
Cash Alternatives for Charitable Giving
by Brandon Miller on Nov 17, 2021
Thinking about donating? Think of these choices.
The Need for Power of Attorney
by Brandon Miller on Oct 27, 2021
POAs and other advanced directives are becoming more important.
Are You Ready for the Second Act of the S.E.C.U.R.E. Act?
by Brandon Miller on Jul 21, 2021
Some potential benefits of the Securing a Strong Retirement Act.
Tax & Estate Strategies for Married LGBTQ+ Couples
by Brandon Miller on Jul 7, 2021
In this age of marriage equality, there are new possibilities.
Estate Planning After a Second Marriage
by Brandon Miller on May 12, 2021
Special considerations for a complex situation.
MoneySmarts – Thriving in Divorce
by Brandon Miller on May 11, 2021
Divorce doesn't mean you can't thrive afterward!
Smarter You Series – Marrying Assets
by Brandon Miller on May 11, 2021
This is for anyone thinking about how to bring your financial lives together and “marry assets?”
The New Inherited I.R.A. Rules
by Brandon Miller on Mar 10, 2021
Do you know what has changed for I.R.A. beneficiaries?
Year-End Estate Strategies
by Brandon Miller on Oct 28, 2020
What you need to know to get ready for the end of the year.