Beyond Bulls & Bears

Five estate planning ideas for 2025
Wealth Planning

Five estate planning ideas for 2025

Consider estate planning strategies to minimize the impact of taxes on your estate. Our Bill Cass highlights several key actions including document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.

Year-end estate planning: Strategies for maximizing tax benefits and legacy planning
Wealth Planning

Year-end estate planning: Strategies for maximizing tax benefits and legacy planning

With year-end looming, consider taking action now to determine if annual gifts make sense. Our Bill Cass shares useful strategies to consider for estate planning.

Financial planning strategies for newlyweds
Wealth Planning

Financial planning strategies for newlyweds

Here are some financial planning considerations and steps newlyweds may want to take after the wedding. Our Bill Cass highlights some of the key areas.