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charitable remainder trust

Charitable Remainder Trusts (CRTs)

What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually the grantor and grantor’s spouse) ...

intra-family loans

Intra-Family Loans: A Powerful Gifting Strategy

One of the most flexible and powerful gifting techniques is to loan money to other family members, especially in a ...

creating trust

What to Consider When Creating a Trust

You’ve decided to create and fund a trust as part of your overall estate plan. Now, you will need to ...

finances divorce

Organizing Finances Before, During, and After Divorce

Most people don’t begin their marriage expecting it to end in divorce. For those who are ending a marriage, having ...

IDGT

What is an Intentionally Defective Grantor Trust (IDGT)?

Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth to family members during the ...

medicare

Medicare: Everything You Always Wanted to Know

Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and older. The program helps pay ...

social security

Social Security Optimization: What You Should Know

It is no secret that many Americans are ill prepared for retirement (excluding our clients, of course). With the continued ...

margin borrowing

The Lesser-Known Benefits of Margin Borrowing

It is often surprising to find so few investors and financial professionals that are aware of the possibilities and advantages ...

POAs

Designating Powers of Attorney (POAs)

Selection, Documentation, and Communication Best Practices Most of our clients put Powers of Attorney or “POAs” in place as they ...

investment letter

Equity Market Volatility and Long/Short Investing

A Portfolio Manager Q&A Special Thanks to Jay Feeney, CFA, Co-Chief Executive Officer & Chief Investment Officer, Boston Partners After ...

estate attorney

Preparing to Meet with Your Estate Planning Attorney

You can streamline the estate planning process by coming prepared to your first meeting with your estate planning attorney. It ...

estate plan checklist

Estate Plan Checkup Checklist

We recommend reviewing your estate plan regularly to determine whether it remains up to date – below is a checklist ...