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In this episode, Liz Summers breaks down a recent Supreme Court ruling that changes how buy-sell agreements funded with life insurance are treated for estate taxes.

Entering the workforce after college is an exciting milestone, but it also comes with new financial responsibilities. While it may seem overwhelming at first, understanding key financial planning concepts linked to this stage of life can help make the period more enjoyable and set up recent graduates for long-term success. Building a Budget and Sticking to It Creating a budget is the foundation of financial planning. For many, this will be the first time that they are earning a steady paycheck

In this episode, Sandy Wiggins and Carroll Hurst discuss the basics of valuing your business, how a business owner should prepare for a sale of their business, and what key steps the entrepreneur should take to maximize the value of their business.

The legal industry is experiencing significant shifts, with many partners contemplating lateral moves in search of better alignment with their professional goals and personal values. While the allure of a new firm can be strong, it’s essential to approach such transitions with a comprehensive understanding of the potential financial, reputational, and emotional implications involved. Financial Considerations: Beyond the Salary At first glance, a lateral move might look like a simple numbers gam

Experienced investors understand the value of diversification and appreciate the importance of spreading risk globally, across equities, fixed income, real estate and beyond. For affluent U.S. investors, an additional layer of strategic diversification has gained importance, jurisdictional diversification. This approach involves placing assets under the legal and regulatory frameworks of more than one country, rather than concentrating all wealth within the U.S. financial system. It not only ad

For many collectors, assembling an art collection is a journey fueled by passion, intellect, and a deep appreciation for beauty and history. It reflects your unique taste and often becomes intertwined with your personal story and legacy. But as with other significant assets, the question eventually arises: how do you thoughtfully pass this collection – and the legacy it represents – to the next generation without inadvertently creating friction among your loved ones? As advisors deeply involved