FAQ
Use the password reset option available on the login screen. If you continue to experience login, password, or MFA issues, contact your advisor team for assistance.
FAQ
First, review the FAQs in the Resource Library in detail for troubleshooting guidance and common support questions. If the issue is not resolved, or if information does not appear correct, contact your advisor team for assistance and further review.
FAQ
For onboarding questions, financial planning discussions, account-specific questions, relationship questions, or assistance using the application, contact your advisor team. For common platform questions, review the FAQ card in your Resource Library.
Case study
Integrated planning helped a family evaluate trust, tax, and investment considerations associated with a highly concentrated portfolio.
FAQ
Probate is the court-supervised process of administering a deceased person’s assets and authenticating their will.
FAQ
You should update your estate plan at least every 3-5 years and after any significant life events.
FAQ
If you die without a will, a probate court will assign your assets to beneficiaries according to state law. However, certain assets can avoid probate, even if you die without a will. Life insurance policies, certain trusts, and retirement accounts with designated beneficiaries can bypass probate and go straight to beneficiaries.
FAQ
A financial plan is a comprehensive document that evaluates your current financial situation and outlines strategies that help achieve your goals.
FAQ
A donor-advised fund (DAF) is a specific charitable giving account that offers significant tax advantages.
FAQ
A qualified charitable distribution (QCD) is a direct transfer of funds from an IRA to a qualifying charity.
