Financial Planning and Insurance in the Hamptons and Beyond
View Our Customer Relationship Summary
View Our Customer Relationship Summary
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How Long Will Your Funds Last?
Will you be able to afford nursing home care?
How much life insurance would you need to produce a sufficient income stream for your family?
Knowing your likely life expectancy is an important factor in making long-term financial plans.