Estate Planning

November 30th 2023

Medical professionals have unique financial needs. Join wealth advisor Todd Peters, CFA, for a session that offers practical insights to build, protect and preserve your wealth. Gain actionable ideas for reducing taxes and explore estate planning strategies tailored to your specialized needs. Stay ahead of potential tax code changes and take control of your financial future.

January 9th 2023

Consider starting the year right by updating your estate plan.

November 30th 2022

Physicians need to plan their estate to protect their assets, manage their long-term health care, and make matters easier for their next of kin.

September 28th 2022

As a result of changes from the SECURE Act, for the tax benefit of the entire family, parents with highly appreciated retirement accounts may want to re-think bequests.