Contact UsContact Us

Estate Planning

Estate Planning

Financial Planning for your 50s – What to Consider
Financial Planning for your 50s – What to Consider
By Dan Koppel, MSFS, CFP®Published On: April 26, 2024Categories: Estate Planning, Families, Fiduciary, Insurance, Retirement, Working Professionals
Second Marriage Estate Planning: How Do I Protect My Spouse Without Disinheriting My Kids?
Second Marriage Estate Planning: How Do I Protect My Spouse Without Disinheriting My Kids?
By Kathryn K. Lund, CPA, CFP®, MSFP, MST, MBAPublished On: January 5, 2024Categories: Estate Planning, Families, Investments
Time to Reflect on the Upcoming Year – Our Top 5 Financial New Year’s Resolutions
Time to Reflect on the Upcoming Year – Our Top 5 Financial New Year’s Resolutions
By The Milestone TeamPublished On: December 31, 2021Categories: Cash Management, Estate Planning, Insurance, Retirement
Financial Planning for Unmarried Couples
Financial Planning for Unmarried Couples
By The Milestone TeamPublished On: December 17, 2021Categories: Estate Planning, Investments, LGBTQ+, Social Security, Taxes
The Estate Tax May Apply to You in 2022 and Beyond
The Estate Tax May Apply to You in 2022 and Beyond
By The Milestone TeamPublished On: July 28, 2021Categories: Estate Planning
The Step-Up Loophole and the STEP Act
The Step-Up Loophole and the STEP Act
By The Milestone TeamPublished On: May 14, 2021Categories: Estate Planning, Taxes