Naming Account Beneficiaries
Don’t Overlook this Important Planning Opportunity Before she passed away, Jade was diligent in making sure her will was in ...
A Primer on the Grantor Retained Annuity Trust (“GRAT”)
Objective The objective of the Grantor Retained Annuity Trust is to remove appreciation on the transferred assets from the grantor’s ...
A Primer on Dynasty Trusts
Why is it called a “Dynasty Trust”? Some are surprised to learn that most trusts are temporary. Unlike a corporation, ...
The Cryptocurrency Question
A very common financial question that we have been asked before relates to Bitcoin1 (or any type of other cryptocurrency). ...
Keep Your Identity to Yourself!
With all the recent headlines from the hacking of consumer data at Equifax, combined with data breaches over the years ...
Reaching Your Long-Term Investment Goals: Get Started with a Roadmap
You are interested in a Long-Term Investment Strategy but not sure where to start. Good! This is for you. Throughout ...
Optimize Your Charitable Giving with Donor Advised Funds
In addition to the personal fulfillment many individuals find by supporting charitable causes special to them, a thoughtfully planned and ...
On Your Own: Financial Advice After Losing Your Spouse
It’s a day you hoped would never come. Your spouse has died. Your world is turned upside down, leaving you ...
Going Through Divorce and Over 50? Make Finances Your Top Priority
Divorce is a reality for a growing number of aging couples, a phenomenon commonly referred to as “gray divorce”. According ...
