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Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...

Retaining key staff – those crucial to your organization’s ongoing success, even survival – is a critical, yet over-looked, aspect of transferring ownership of a company. Losing top employees can disrupt operations, impact current and future revenue and often causes a loss of morale, thereby lowering the appeal and value of your business...

Change is inevitable. At some point, every credit union must deal with the issue of succession, whether planned or due to unforeseen circumstances. Some plan for it in advance, while credit unions that find themselves unprepared may face chaos and […]

Stretch IRAs were effectively ended by the Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”), signed into law December 20, 2019. They allowed funds to potentially compound income tax-deferred for decades for children and grandchildren (tax-free […]