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 [...]
Just Married: Newlywed Estate Planning Cheat Sheet
Congrats on your recent nuptials! Now that you’ve said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business. Friends with Beneficiaries The [...]
Protect Your Assets With a Trust
Contrary to what many people think, trusts are not reserved only for the wealthy. The truth is, people from all walks of life may [...]
Adding a Personal Backup With a Living Trust
The managers of well-run businesses usually name "backups" to keep things going smoothly -- just in case. That's also a smart plan for your [...]
Women, Wealth, and 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 [...]