Reflections Blog

Want to help your kids financially but do not want to wait until you die? Here is what you need to know about an accelerated inheritance.

Preparing for a liquidity event? These estate planning strategies can provide large reductions in taxes

How you can spend less time worrying about your money and more time on what’s important to you and your family

Before you gift you child cash, stop and consider these tax-saving alternatives

Naming the right beneficiary of your IRA is a simple, crucial, yet often misunderstood first step in planning your legacy.