Funding nonqualified benefit plans refers to the process of setting aside assets to support executive or key employee benefit obligations that do not fall under qualified retirement plan rules. These plans are commonly used by credit unions, RIAs, and wealth management firms to attract and retain leadership while maintaining flexibility in plan design.

If you’re putting together an estate plan, there are a few key questions you’ll need to answer. Here are 10 of the most important questions to ask yourself (or your estate planning attorney) to ensure that your plan is complete and effective.

As you think about your future, it’s important to start thinking about your estate plan. This includes making decisions about your healthcare and who will make those decisions for you in the event of incapacity. A Healthcare Directive is an important document within an estate plan.

Trust and estate planning is an important part of ensuring the security of your family’s future. Unfortunately, many people make mistakes in estate planning that can have serious consequences down the line. To help you avoid these errors, here are five common trust and estate planning mistakes and how to prevent them.

Choosing the right trustee to manage your assets is one of the most important steps in estate planning. What is a trustee? A trustee takes legal ownership of trust assets, manages the trust, and is responsible for carrying out the purposes of the trust.

Investing in Exchange Traded Funds (ETFs) is an increasingly popular strategy for both novice and experienced investors. One of the most attractive aspects of ETFs is their inherent tax efficiency, which can lead to significant savings in your investment portfolio. However, understanding the taxation of ETFs can be complex

Do you want to get the most out of your investments? Are you looking for ways to diversify while still achieving your desired investment objectives?

Foundations are unique entities that can provide a powerful way for families to share their values through

Equity markets were mixed in January, as the S&P 500 was up +1.68%, US small caps -3.95%, US mid-caps -1.71%, international

Tax exemptions are an important aspect of tax planning that can greatly benefit individual taxpayers.