“So, the ex gets my dog and my FERS pension?” – Why naming your beneficiary isn’t always a simple thing.

If you’ve ever said, “I do,” it’s more than likely your spouse is the named beneficiary to begin receiving your pension benefits upon your death. On the flip side, single and divorced federal employees have different decisions [...]

2025-06-27T19:24:25+00:00June 30th, 2025|Estate Planning, Financial Planning|

Advanced Estate Planning for High-Net-Worth Retirees: Solving Real Problems with ILITs, GRATs, and CRTs

Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert sold a successful business, and their combined estate, valued at $15 million, includes a mix of real [...]

2025-01-24T19:31:00+00:00January 21st, 2025|Estate Planning|
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