It’s Never Too EARLY Or Too LATE For Estate Planning
If you’re nearing retirement, estate planning is likely at the forefront of your mind. However, estate planning is not just for retirees. As people [...]
Leaving a Legacy
Everyone strives towards securing financial stability for their children, grandchildren, and even their great grand-children. However, it is not uncommon for inherited wealth to [...]
Famous People Who Died Without Proper Planning
The importance of proper estate planning cannot be overstated, regardless of the size of your estate or the stage of life you’re in. Nevertheless, [...]
June: National Homeownership Month
June is National Homeownership Month, an ideal time to reflect on the potential opportunities, challenges, and strategies for buying, maintaining, and retaining a home. [...]
529s as Vehicles for Wealth Transfer & Estate Planning
An unintended consequence of 529 plans, which originated from an Internal Revenue code permitting them in 1996, is tremendous estate-planning capabilities, particularly for grandparents [...]
Using Trusts to Manage Wealth: What Investors Should Know
Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have [...]
Kobe Bryant’s Death Reminds Wives to Prepare- Widows have special considerations when planning their financial future
The world lost one of its greatest and most accomplished basketball players on Sunday, January 26, 2020. Early in the morning, Los Angeles Lakers [...]
Women, Wealth, & Legacy Planning
Women play a central role in establishing and preserving family wealth -- whether nurturing the values of children, fulfilling charitable goals, or making investment [...]