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 ...
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 ...
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 ...
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 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 ...
