Insights and resources to support your family – today, tomorrow and for generations to come.
Estate Planning with Cryptocurrency & NFT’s
You have probably heard the terms “Bitcoin”, “Dogecoin” or maybe even “Ethereum” even if you do not own any of these assets yourself. All of these terms are names for cryptocurrency, which is a digital asset that is created and traded online on exchanges like Coinbase...
Accelerated Retirements, Looking at the Options
“Accelerated retirements,” are on the rise and have caused a major shift to the long-running trend of working beyond 65. One reason for...
Reducing Taxable Income
As Congress continues to debate tax proposals within the Build Back Better bill, many high-net-worth individuals have questions about how...
Can I Still Fund a Backdoor Roth IRA?
One proposed piece of the Build Back Better legislation, which failed to pass in the Senate in 2021, is closing the financial planning...
3 Ways to Maximize Your Charitable Giving in 2022
Now is the perfect time to consider your charitable giving for 2022. Getting started now gives you plenty of time to thoughtfully consider...
To Spring or Not to Spring, That is the Question.
A key issue in preparing a Power of Attorney, or “POA,” is determining whether it will become effective 1) immediately or 2) only if you...
Buyer Beware – What Retirement Communities May Not Tell You
As the population of older adults in the United States continues to increase, more and more seniors are moving to some sort of retirement...
Reasons for a Health Care Directive for Adult Children
“Plans are nothing; planning is everything” - Dwight D. Eisenhower Starting with the first call you receive from the nurse’s office...
Establishing Trusts to Create Opportunities for the Next Generation
“When it comes to divide an estate, the politest men quarrel.” - Ralph Waldo Emerson For many families, the transfer of wealth...
The Value in Using a Corporate Trustee
Making the right choice in a trustee is critical to the ultimate success of your estate plan. You want to be confident that in your...
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