Financial Guides and Whitepapers

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account beneficiaries

Naming Account Beneficiaries

Don’t Overlook this Important Planning Opportunity Before she passed away, Jade was diligent in making sure her will was in ...

GRAT

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 ...

dynasty trusts

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, ...

cryptocurrency

The Cryptocurrency Question

A very common financial question that we have been asked before relates to Bitcoin1 (or any type of other cryptocurrency). ...

cybersecurity

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 ...

investment goals

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 ...

donor advised funds investing

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 ...

401k contributions

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 ...