Keven DuComb, JD, Advanced Planning Consultant

How to Play Defense Against Potential Tax Hikes: Estate Planning Strategies
With several tax proposals gaining traction on Capitol Hill, these savvy strategies could provide timely protection for clients’ estate plans—for 2021 and beyond.
Keven DuComb, JD
09.08.21
Family Matters: LGBTQ+ Estate Planning
From parentage rules to beneficiary designations, learn what the U.S. Supreme Court decision in the case of Obergefell v. Hodges means for LGBTQ+ estate planning.
Keven DuComb, JD
06.09.21
Tax-Efficient Timing for Wealth Transfer Strategies
Looking for tax-savvy wealth transfer strategies? Current regulatory and market conditions present unique reasons to revisit estate planning and gifting.
Keven DuComb, JD
07.22.20
Pandemic Shines Spotlight on Importance of Estate Planning
In a world undergoing so much uncertainty and change, the importance of estate planning has come to the fore.
Keven DuComb, JD
05.20.20
When Students Go Off to College: Financial Planning for Empty Nesters
These tips on financial planning for empty nesters cover powers of attorney for college students, 529 plans, UTMA accounts, and new ways to save money.
Keven DuComb, JD
09.10.19
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