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Planned Giving Events and Articles

September 27 - FREE SEMINAR - Wills and Trusts Overview and Administration

Last Updated by Jeff Grandy on

We hope you can join us to learn more about how to protect your legacy with estate tools such as a Will or a Trust.

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Take the Team Approach to Wealth Management

Last Updated by Vegas PBS, Scott Taylor on

Never underestimate the combined impact of a team of estate planning professionals when it comes to accomplishing your retirement and wealth management goals.Your accountant, financial advisor and estate attorney should be communicating at least semi-annually, and more often.

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Required Minimum Distribution (RMD): Taxable or Not Taxable

Last Updated by Vegas PBS, Candace Johnson on

If you have reached the magical age of 70 ½, congratulations! You are now required to take a Required Minimum Distribution (RMD) from your Individual Retirement Account (IRA).

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Long Term Care: Controlling Your Options

Posted by Kelly McCarthy on

Many retirees are struggling with a very basic question: “If I live longer than expected, do I risk running out of money?”

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Jeff Grandy

Jeff Grandy

Major Gifts Officer
702.799.1010 x5415
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