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Trust & Estate

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Trust & Estate

An Introduction to Estate Planning For Doctors

Knowing where to start when planning your estate can be a daunting task. Depending on your career and life stage, how you plan your estate may look very different. Once you break it down, planning your estate doesn't have to be as complicated as you think.

Trust & Estate

How Doctors Can Avoid Leaving Heirs a Giant Tax Bill

According to a rule instituted in 2020, non-spousal beneficiaries of retirement accounts now must draw down those savings within 10 years — often leaving them with a sizable tax bill. Below, we’ll take a look at what high earners are doing to amend their estate plans and what physicians should consider when leaving money to their children and grandchildren.

Trust & Estate

Estate Planning for Doctors: A Checklist to Update or Start Your Own

Estate planning for doctors is a crucial aspect of financial planning, and it's never too early to get started.

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