Insights and resources to support your family – today, tomorrow and for generations to come.
Market Commentary: Another Banner Year
U.S. equities demonstrated resilience into year-end, with the S&P 500 closing 2025 at a 16.39% total return, the third consecutive year of double-digit gains and just short of an all-time high. Performance was led by communication services (+32.41%), information...
The One Big Beautiful Bill Act Creates Planning Opportunities for Families
As 2026 approaches, the One Big Beautiful Bill Act (OBBBA) keeps many familiar Tax Cuts and Jobs Act (TCJA)-era rules in place—but it also...
Helping the Next Generation Build Wealth with a Roth IRA
One of the most powerful retirement tools — yet often underutilized — is the Roth IRA, especially for younger investors. A Roth IRA is a...
Market Commetary
The Federal Reserve cut interest rates in September for the first time since December 2024, lowering the federal funds rate from...
Charitable Giving in Light of the OBBBA
The passage of the One Big Beautiful Bill Act (OBBBA) brings several key updates that may impact your charitable giving strategy and...
Getting Salty in Margaritaville: The Legal Battle Between Jimmy Buffett’s Widow and Trustee
When Jimmy Buffett passed in 2023, he left behind a $275 million estate consisting of $34.5 million of real property, $15 million of...
Final Wishes: End of Life & Memorial Planning
End-of-life planning is among the most personal and emotional tasks an individual may undertake. It often involves decisions that touch on...
Mental Health and Aging: How Apps Can Help
As the global population continues to age, mental health in older adults has become an increasingly important public health issue....
Pre-Vacation Estate Planning Checklist
Summer is the perfect time to take a break from your everyday routine to see new places and reset. But with travel comes the possibility...
Funding Your Revocable Trust
Revocable trusts are one of the most popular estate planning tools, as they offer grantors a private, flexible method to transfer assets...
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