OUR FEATURED GUIDES
Legacy Planning & Wealth Transfer
“Communication is key” is an old phrase, but when it comes to your wealth transfer and legacy planning process, it couldn’t be more accurate. The conversations you have with your family before, during, and after this process can go a long way toward avoiding aggravation, the expense of settling in court, and potential infighting.
An open dialogue with your family early on, and including those you care about the most in the wealth transfer and legacy planning process, may help avoid these potential conflicts. The control and sense of security among you and your family early and often in this process can go a long way toward avoiding asset loss and strife.
Legacy & Estate Planning
The Basics of The SECURE Act 2.0
Congress passed the second installment of the SECURE Act under the Omnibus Spending bill of 2023, containing major changes to the retirement planning landscape.
In the past, retirees could typically rely on a pension and Social Security benefits and pensions for the rest of their lives. But today’s retirees are part of the first generation that often must fund their own retirement. Even for those who have saved diligently over many years, the threat of outliving one’s money is legitimate. Lawmakers recognized the changing needs of today’s retirees, and passed the SECURE ACT in 2019, and now the SECURE Act 2.0 in the final days of 2022.
2023 Map to Tax Planning Success
Retirement and Inflation
- The Effects of Inflation in the Past
- What We’re Seeing Now
- The Federal Reserve Policy
- Strategies to Help You Protect What You’ve Earned From Inflation
Important Birthdays Over 50
Required Minimum Distributions (RMDs)
Market Volatility In The New Age
ADDITIONAL RESOURCES
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With no financial incentives, Hilltop helps clients develop a goal-driven plan to do just that.
