Guides & WhitepapersEstate Planning Estate Planning 101 May 7, 2020The purpose of this white paper is to provide you with an overview of estate…
Guides & WhitepapersCharitable GivingEstate Planning Charitable Remainder Trusts (CRTs) April 8, 2020What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually…
Guides & WhitepapersEstate PlanningFinancial Planning Intra-Family Loans March 11, 2020One of the most flexible and powerful gifting techniques is to loan money to other…
BlogGuides & WhitepapersEstate Planning What to Consider When Creating a Trust February 26, 2020You’ve decided to create and fund a trust as part of your overall estate plan.…
BlogGuides & WhitepapersFinancial PlanningWealth Transitions Organizing Finances Before, During, and After Divorce February 4, 2020Most people don’t begin their marriage expecting it to end in divorce. For those who…
Guides & WhitepapersEstate PlanningFinancial Planning What is an Intentionally Defective Grantor Trust (IDGT)? January 27, 2020Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth…
Guides & WhitepapersFinancial PlanningTax Planning 2020 Federal & State Estate and Gift Tax Cheat Sheet January 15, 2020Here we have provided a “cheat sheet” to keep in mind for 2020 federal estate,…
Guides & WhitepapersImpact InvestingInvestingTrending Topics Impact Investing: Why it Matters for Investors November 11, 2019Impact Investing has continued to gain popularity with investors across the globe. In this whitepaper,…
Guides & WhitepapersFinancial PlanningHealthcare Everything You Always Wanted to Know About Medicare September 23, 2019Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and…
Guides & WhitepapersFinancial PlanningRetirement PlanningSocial Security Social Security Optimization – What You Should Know August 2, 2019It is no secret that many Americans are ill prepared for retirement (excluding our clients,…
Guides & WhitepapersFinancial PlanningHealthcareRetirement Planning Defining your Objectives for Long-Term Care January 28, 2019Americans are living longer and healthier lives than at any other time in history. Average…
Guides & WhitepapersFinancial PlanningInvesting The Lesser-Known Benefits of Margin Borrowing October 2, 2018It is often surprising to find so few investors and financial professionals that are aware…
Guides & WhitepapersEstate PlanningFinancial Planning Designating Powers of Attorney (POAs) September 13, 2018Selection, Documentation, and Communication Best Practices Most of our clients put Powers of Attorney or…
Guides & WhitepapersInvesting Equity Market Volatility and Long/Short Investing August 6, 2018A Portfolio Manager Q&A Special Thanks to Jay Feeney, CFA, Co-Chief Executive Officer & Chief…
Guides & WhitepapersEstate PlanningFinancial Planning Preparing to Meet with Your Estate Planning Attorney July 2, 2018You can streamline the estate planning process by coming prepared to your first meeting with…
Guides & WhitepapersEstate PlanningFinancial Planning Estate Plan Checkup Checklist July 2, 2018We recommend reviewing your estate plan regularly to determine whether it remains up to date…
Guides & WhitepapersFinancial PlanningRetirement Planning Naming Account Beneficiaries April 12, 2018Don’t Overlook this Important Planning Opportunity Before she passed away, Jade was diligent in making…
Guides & WhitepapersEstate PlanningFinancial Planning A Primer on the Grantor Retained Annuity Trust (“GRAT”) March 26, 2018Objective The objective of the Grantor Retained Annuity Trust is to remove appreciation on the…
