Wealth Management New Option For Unused Funds In A 529 College Savings Plan With the high cost of college, many parents begin saving with 529 plans when their…SDM Advisory TeamFebruary 27, 2024
Wealth Management Small Businesses Can Help Employees Save For Retirement, Too Many small business owners run their companies as leanly as possible. This often means not…SDM Advisory TeamFebruary 22, 2024
Wealth Management Take Care Of A Loved One With A Special Needs Trust When creating or revising your estate plan, it’s important to take into account all of…SDM Advisory TeamFebruary 22, 2024
Wealth Management 6 Ways Nonprofit Retirement Plans Are Changing Some provisions of 2022’s SECURE Act 2.0 (a follow-up to the SECURE Act of 2019)…SDM Advisory TeamFebruary 14, 2024
Wealth Management Addressing Your Elderly Parents in Your Estate Plan in 5 Steps Typically, an estate plan includes accommodations for your spouse, children, grandchildren and even future generations.…SDM Advisory TeamFebruary 8, 2024
Wealth Management Is It Time To Review Your Beneficiary Designations? A will or revocable trust may form the core of your estate plan, but for…SDM Advisory TeamFebruary 7, 2024
Wealth Management Encouraging Charitable Donors To Include You In Their Estate Plans Even if current donations are your not-for-profit’s bread and butter, you can’t afford to neglect…SDM Advisory TeamFebruary 7, 2024
Wealth Management 4 Good Reasons To Turn Down An Inheritance Most people are happy to receive an inheritance. But there may be situations when you…SDM Advisory TeamJanuary 25, 2024
Wealth Management A Power of Attorney Is A Critical Part Of An Estate Plan While much of your estate plan focuses on actions that take place after death, it’s…SDM Advisory TeamJanuary 19, 2024
Wealth Management Comparing Inter Vivos And Testamentary Trusts Creating and adhering to an estate plan is no simple task. Generally, the end goal…SDM Advisory TeamJanuary 17, 2024
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