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: A Powerful Gifting Strategy
One of the most flexible and powerful gifting techniques is to loan money to other family members, especially in a ...
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 ...
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 ...
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: 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 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 ...
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 ...
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 ...
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 ...
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 Checkup Checklist
We recommend reviewing your estate plan regularly to determine whether it remains up to date – below is a checklist ...
