Estate

September 10, 2021
A Virtual Weekend in Jackson Hole
Since 1981, the Federal Reserve Bank of Kansas City has sponsored the Jackson Hole Economic Symposium – an annual convention gathering dozens of prominent central bankers, finance ministers, academics,...

October 15, 2018
How to Plan for Disaster Recovery
Regardless of your location, the possibility of a disaster occurring with little advance notice is real. How do you protect your critical documents, photos, and information? How do you...

August 21, 2018
Top 10 Considerations When Naming Beneficiaries
Review the following considerations to ensure your wishes are aligned across ALL of your accounts. Retirement plan accounts, employee benefit plans, insurance, annuities, and transfer on death (TOD)/payable on...

August 18, 2018
How to Get Legacy Planning Done
Your legacy is the sum total of your wealth, values, and traditions passed on to the next generation. While your legacy may begin at death, effective planning for that...