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 ...
The Lesser-Known Benefits of Margin Borrowing
It is often surprising to find so few investors and financial professionals that are aware of the possibilities and advantages ...
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 ...
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 Checkup Checklist
We recommend reviewing your estate plan regularly to determine whether it remains up to date – below is a checklist ...
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). ...
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 ...
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 ...
