Financial Guides and Whitepapers

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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 ...

margin borrowing

The Benefits of Margin Loans and Margin Borrowing

It is often surprising to find so few investors and financial professionals that are aware of the possibilities and advantages ...

POAs

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 ...

estate attorney

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 checklist

Estate Plan Checkup Checklist

We recommend reviewing your estate plan regularly to determine whether it remains up to date – below is a checklist ...

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). ...

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

Make Finances a Top Priority When Going Through Gray Divorce

What is Gray Divorce Divorce is a reality for a growing number of aging couples, a phenomenon commonly referred to ...