Financial Guides and Whitepapers

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education planning fafsa

How Savvy Investors Plan for Education Expenses

There is a changing reality for many parents: that advanced planning and a long-term strategy for financing a child’s education ...

Preparing to Sell Your Business: How to Optimize the Sale and Transition

We’ve worked with entrepreneurs over the years who have poured their hearts and souls into their businesses. And when the ...

long term care

Planning for Long-Term Care: Exploring Your Options and Creating a Plan

Americans are living longer and healthier lives than at any other time in history. Average life expectancy in the US ...

executors trustees guardians

Choosing Executors, Trustees, and Guardians for Your Estate Plan

Who would you trust to take care of your children if something happened to you? Who would you trust to ...

mortgage invest estate plan

Estate Planning 101

The purpose of this white paper is to provide you with an overview of estate planning basics. Establishing or revising ...

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 ...