Protecting Your Assets With a Trust
Contrary to what many people think, trusts are not reserved only for the wealthy. The truth is, that people from all walks of life [...]
Beyond Estate Planning: What’s Not In Your Will
In our weekly blog posts, we frequently discuss the importance of a well-designed estate plan. Most of us understand the importance of having a [...]
In Control, Even When You’re Not: The Power of a Living Trust Backup
Effective business management often involves appointing "backup" personnel to ensure smooth operations in unforeseen circumstances. Similarly, prudent financial planning entails preparing for potential disruptions [...]
What’s Not Covered In Your Will
While the importance of a well-designed estate plan is generally well-understood by many of us, the basic documents within it often lack crucial details [...]
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 [...]
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 [...]
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 [...]