It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...Read More
As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...Read More
We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...Read More
Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...Read More
As a Financial Advisor, one of the many roles I play is “professional nag.” The thought of working through (and paying for) a comprehensive estate...Read More
Creating an estate plan that dictates the distribution of your assets is important so that your family will be financially taken care of if something...Read More
Talking about death is not easy, and many couples would prefer to avoid the conversation altogether. That's what makes the estate planning process...Read More
Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...Read More
In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act with the goal of encouraging taxpayers to...Read More
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