June 17 webinar: Common estate planning gaps high-net-worth families should review. Register now

June 17 webinar

Common estate planning gaps high-net-worth families should review.

Financial Planning

Estimated Quarterly Tax Payment Obligations

When “Ross”, age 62, retired from his full-time job in August, he continued to work as a freelance consultant. During all the years he was employed, Ross typically received a bi-weekly paycheck, from which taxes, insurance premiums, and 401(k) contributions were automatically deducted.

Spring Cleaning Household Records

During tax season and the inevitable search for financial records, some of us were frantically searching for that one piece of paper we just couldn’t find, and others had everything organized and ready to go.

IRA Beneficiaries: Per Stirpes Vs. Per Capita

A beneficiary designation states to whom your assets will pass after your death. These types of designations are assigned to specific assets. For example, your employer’s 401k plan will have a beneficiary designation, which is separate from your personal IRA.

How to Talk to Your Children About Your Estate

Talking with your children about disability and/or death can be a difficult task for most people. Parents spend the better part of their financial lives working, saving and planning only to end up avoiding proper communication and planning with their children on the topic of death. Parents often do not discuss their estate plans with...

Five Essential Financial Tips for New Widows and Widowers

We understand that losing a spouse is likely the most devastating emotional obstacle that one can experience. Financial matters are likely the last thing on your mind. However, when you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we discuss five key steps to...

Do You Need an Estate Plan?

I’m often asked this question: “With the federal estate tax exemption amounts being so high, do I really need an estate plan?” The answer I give is “Absolutely yes!”

Why Roth Conversion Planning Is Important At Retirement

With the SECURE Act 2.0 delaying Required Minimum Distributions to age 73, and higher marginal brackets a likely reality in the near future, annual income tax planning has become even more important.

Types, Features And Taxation Of Trusts

The areas of trust planning and trust creation are vast and limited only by the imagination of the trust-makers, their attorney and the law.

How To Best Handle the Choice Overload Phenomena

The jam study demonstrated the phenomena known as “choice overload problem” when humans are faced with choices, less is better.

Common Money Personalities

Successful people come in a variety of types, but a common denominator in successful people is that they have a good awareness of their own personality with money. Money personalities affect the way we behave when making financial decisions and how we go about spending, saving and investing. It really helps to know our own...

Subscribe Now

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Financial Planning

Subscribe Now

Subscribe Now

Common Estate Planning Gaps High-Net-Worth Families Should Review

Speak with an Advisor